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Advisor at EQUITA FINANCIAL NETWORK, INC.
Reston, VA | FORT WASHINGTON, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EQUITA FINANCIAL NETWORK, INC. | Independent wealth | Mar 28, 2024 | n/a | yes | Reston, VA|FORT WASHINGTON, PA | Current employment |
| MIDWEST CAPITAL ADVISORS, LLC | Mixed wealth | Oct 4, 2018 | Feb 26, 2024 | no | GRAND RAPIDS, MI|GRAND RAPIDS, MI | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Jun 28, 2016 | Nov 3, 2017 | no | SAN DIEGO, CA|KENNEWICK, WA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 21, 2014 | Jun 29, 2016 | no | KENNEWICK, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MIDWEST CAPITAL ADVISORS, LLC | EQUITA FINANCIAL NETWORK, INC. | Feb 26, 2024 | Mar 28, 2024 | 31 | Firm change | RIA to RIA |
| CUSO FINANCIAL SERVICES, L.P. | MIDWEST CAPITAL ADVISORS, LLC | Nov 3, 2017 | Oct 4, 2018 | 335 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CUSO FINANCIAL SERVICES, L.P. | Jun 29, 2016 | Jun 28, 2016 | -1 | Firm change | Other |