Co-Founder · Equita Financial Network, Inc.
Kathleen L. Burke
CRD 5134624 · Named on Form ADV at one SEC-registered adviser
At a glance
Equita Financial Network, Inc., an SEC-registered wealth manager based in Fort Washington, PA with $391 million in regulatory assets, lists Kathleen L. Burke on its Form ADV as Co-Founder, a control person.
Firms and roles
- Equita Financial Network, Inc.Co-FounderWealth manager · Fort Washington, PA · $391M in regulatory assets
AtlasMembers
Kathleen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Bridget V. GrimesCo-Founder and President, Equita Financial Network, Inc.
- Meara J. MelidossianChief Compliance Officer, Equita Financial Network, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.