Ana F. Hata

AKPRIDE FINANCIAL SERVICES

Cedar Park, TX

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CRD#: 7051753

Professional summary

Ana Fernandez Hata, who also goes by Anafrancesca F Hata, is a registered financial advisor currently at AKPRIDE FINANCIAL SERVICES located in Cedar Park, Texas.

Ana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ana has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anafrancesca F Hata

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

American Killfish Association, not investment-related. The association has no physical location and focuses on conservation and education about killifish, a type of freshwater fish. Ms. Hata has been a member since July 2021 and has served as the Membership Chair since September 2023. In this role, Ms. Hata is responsible for publishing a monthly membership report, attend local and national conventions, and recruit new members. Ms. Hata spends approximately 4 hours per month on her work for the association, approximately 1 of those hours is during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ana Fernandez Hata's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 11, 2025 - Present

AKPRIDE FINANCIAL SERVICES

RIA

CRD#: 317594

Cedar Park, TX

Past

January 20, 2023 - February 12, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

AUSTIN, TX

Past

January 20, 2023 - February 12, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

AUSTIN, TX

Past

October 24, 2022 - January 18, 2023

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

ADDISON, TX

Past

May 2, 2022 - January 18, 2023

PARK AVENUE SECURITIES LLC

CRD#: 46173

ADDISON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/11/2025)

IAR

Florida
(5/8/2025)

IAR

Georgia
(10/7/2025)

IAR

Texas
(8/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/29/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/2/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/30/2020

Securities Industry Essentials Examination

Current Firm

AKPRIDE FINANCIAL SERVICES

AKPRIDE FINANCIAL SERVICES | PRIDE FINANCIAL ADVISORY SERVICES, LLC | PRIDE FINANCIAL ADVISORY SERVICES | AKPRIDE FINANCIAL, LLC

CRD#: 317594 / SEC#:

California

Registered Investment Advisory firm - (3/17/2022 Approved)

Florida

Registered Investment Advisory firm - (6/1/2022 Approved)

Georgia

Registered Investment Advisory firm - (2/3/2022 Approved)

Texas

Registered Investment Advisory firm - (8/4/2025 Approved)

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Contact information

Main Address

Atlanta, GA

Mailing Address

121 Perimeter Ctr W, Suite 200, Atlanta, GA 30346

Phone number

(833) 940-4889

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 25,152,670

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ana F. Hata

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ana Fernandez Hata's CRS (Customer Relationship Summary).

Certified licenses

Experience

AKPRIDE FINANCIAL SERVICES

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/29/2022

Series 7TO

Date: 5/2/2022

SIE

Date: 9/30/2020

Current Firm

AKPRIDE FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AKPRIDE FINANCIAL SERVICES

TRUST BUT VERIFY

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