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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Stephen Jay Witte

Advisor at EQUITA FINANCIAL NETWORK, INC.

FORT WASHINGTON, PA | Byron Center, MI

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Search this name across graphsid dfx:ria:c98fb26f-da36-1332-4030-ac88a78edd33

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 29, 2016 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EQUITA FINANCIAL NETWORK, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Sep 29, 2016
First registration: Sep 29, 2016
Dual registered: no
Other names: Steve Witte|Stephen Witte
IAPD individual key: 6703652

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EQUITA FINANCIAL NETWORK, INC.	Independent wealth	Apr 9, 2025	n/a	yes	FORT WASHINGTON, PA\|Byron Center, MI	Current employment
MIDWEST CAPITAL ADVISORS, LLC	Mixed wealth	Apr 2, 2020	Oct 18, 2024	no	GRAND RAPIDS, MI	Previous registration
BROOKSTONE ASSET MANAGEMENT, LLC	Asset manager	Sep 29, 2016	Apr 1, 2020	no	WHEATON, IL	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Sep 29, 2016	Apr 1, 2020	no	WHEATON, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MIDWEST CAPITAL ADVISORS, LLC	EQUITA FINANCIAL NETWORK, INC.	Oct 18, 2024	Apr 9, 2025	173	Firm change	RIA to RIA
BROOKSTONE WEALTH ADVISORS, LLC	BROOKSTONE ASSET MANAGEMENT, LLC	Apr 1, 2020	Sep 29, 2016	-1,280	Channel change	Other
BROOKSTONE ASSET MANAGEMENT, LLC	MIDWEST CAPITAL ADVISORS, LLC	Apr 1, 2020	Apr 2, 2020	1	Firm change	RIA to RIA

Relationships

Registered with (4)

→ EQUITA FINANCIAL NETWORK, INC.Registered adviserregistration: current employment
Apr 9, 2025 to presentfactForm ADV
→ MIDWEST CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 2, 2020 to Oct 18, 2024factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 29, 2016 to Apr 1, 2020factForm ADV
→ BROOKSTONE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 29, 2016 to Apr 1, 2020factForm ADV

Dated events

Occurred
Oct 18, 2024
Advisor changed firm
Stephen Jay Witte left Midwest Capital Advisors, Llc for Equita Financial Network, Inc. (registered 2025-04-09)
Form ADVobserved 6 days ago