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Advisor at MOMENTUM INDEPENDENT NETWORK INC.
AURORA, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MOMENTUM INDEPENDENT NETWORK INC. | Bd affiliated wealth | Jun 16, 2026 | n/a | yes | AURORA, CO | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 14, 2022 | Sep 29, 2025 | no | GREENWOOD VILLAGE, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 5, 2021 | Nov 11, 2021 | no | Lone Tree, CO | Previous registration |
| MOMENTUM INDEPENDENT NETWORK INC. | Bd affiliated wealth | Mar 26, 2021 | Jul 27, 2021 | no | AURORA, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MOMENTUM INDEPENDENT NETWORK INC. | Sep 29, 2025 | Jun 16, 2026 | 260 | Firm change | Wirehouse to ibd |
| CHARLES SCHWAB & CO., INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 11, 2021 | Jan 14, 2022 | 64 | Firm change | Ibd to wirehouse |
| MOMENTUM INDEPENDENT NETWORK INC. | CHARLES SCHWAB & CO., INC. | Jul 27, 2021 | Aug 5, 2021 | 9 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 5393:7691:CO:2021-11-11 | Nov 11, 2021 | Jan 14, 2022 | LONE TREE, CO | Firm change |