Unclaimed Profile

Bridget Venus Grimes

EQUITA FINANCIAL NETWORK, INC.·FORT WASHINGTON, Pennsylvania

Series 7, Series 31, Series 66Clean record16 years registeredEQUITA FINANCIAL NETWORK, INC.

500 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034CRD# 1574209Firm CRD# 277031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bridget Venus Grimes · FORT WASHINGTON, PA

Registration

CRD #1574209 · EQUITA FINANCIAL NETWORK, INC. · 16 years registered

Brand Profile

Not yet started

Career History

EQUITA FINANCIAL NETWORK, INC.

Mar 2018 – present

LAUREL WEALTH ADVISORS, INC.

Sep 2016 – May 2018

LA JOLLA, CA

HOYLECOHEN, LLC

May 2015 – Sep 2016

SAN DIEGO, CA

MORGAN STANLEY SMITH BARNEY LLC

Aug 2010 – Aug 2012

LA JOLLA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · August 10, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EQUITA FINANCIAL NETWORK, INC.

CRD 277031 · SEC 801-120628

AUM

$283M

Regulatory assets under management

Employees

990 client accounts

Services offered by EQUITA FINANCIAL NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EQUITA FINANCIAL NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Bridget Venus Grimes offer?

Bridget Venus Grimes specializes in Financial Planning, Investment Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.

What are Bridget Venus Grimes's credentials?

Bridget Venus Grimes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bridget Venus Grimes located?

Bridget Venus Grimes is based in FORT WASHINGTON, Pennsylvania, working with EQUITA FINANCIAL NETWORK, INC.. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.

How does Bridget Venus Grimes charge for services?

Bridget Venus Grimes's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUITA FINANCIAL NETWORK, INC.?

EQUITA FINANCIAL NETWORK, INC. has approximately 15 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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