EQUITA FINANCIAL NETWORK, INC.
CRD #277031 SEC #801-120628 FORT WASHINGTON, PA 800.604.0176
SEC Registered
Total AUM
$412.3M
Discretionary
$412.3M
Employees
19
Clients
251
Accounts
1,476
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2025
- Branch Offices
- 17
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER AND CCO | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER AND CCO | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER AND CCO | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER AND CCO | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER AND CCO | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER AND CCO | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER AND CCO | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER AND CCO | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER AND CCO | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| BURKE, KATHLEEN, LYNDA | I | CO-FOUNDER | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
| GRIMES, BRIDGET, VENUS | I | CO-FOUNDER AND PRESIDENT | D | Control |
Registrations
Federal
IA
Dec 18, 2025 REGISTERED
Notice Filings (21)
AL AZ CA CO CT FL GA MA MI MN MO NC NM NY OH OR PA TN TX VA WA
Address
500 OFFICE CENTER DRIVESUITE 400
FORT WASHINGTON, PA 19034
United States
Phone: 800.604.0176