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RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 1b 10b

MOMENTUM INDEPENDENT NETWORK INC.

CRD 17587

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:391d7fc5-248d-a774-b0a0-3e073cb38f34

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 307
Dated events: 40
On other graphs: 0
Observed: Dec 22, 2011 to Aug 11, 2026
98 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: broker-dealer affiliated wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=true bd_reps=97.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $1.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 125
RAUM per advisor: $12.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 97
Advisory employees: 97
Offices: 124Schedule D 1.F, beyond the principal office
Accounts: 4,721
Individual clients: 2,409
High net worth clients: 408
SEC number: 801-60812
CIK: 788704
CRD: 17587
Filings on the tape: 98
First filed: Dec 22, 2011
Latest filed: Aug 11, 2026
Organised: Corporation, TX
Website: financyy.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 121

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHARLES ANDREW BROWN	n/a	LAGRANGE, TX	29	45	n/a	yes
WALTER VIRDEN	n/a	ARLINGTON, TX	24	29	n/a	yes
WALTER VIRDEN	Certified Financial Planner	ARLINGTON, TX	24	57	n/a	yes
THOMAS HALL THOMPSON	Certified Financial Planner	Arlington, TX	24	37	n/a	yes
JAMES RUPERT AYCOCK	n/a	Edmond, OK \| DALLAS, TX	23	28	1	yes
FIKRY LOUIS LANSING	Certified Financial Planner\|Chartered Financial Analyst	OXNARD, CA	22	32	2	yes
ANDREW SHELDON JOHNSON	n/a	SANTA MONICA, CA	21	25	2	yes
GUNNAR SIGMUND SOLAND	n/a	ARLINGTON, TX	21	31	2	yes
GILBERT B HERRICK	n/a	DALLAS, TX	20	33	1	yes
GREG MICHAEL REGAN	n/a	DALLAS, TX	20	38	1	yes
DAVID HERRICK ABDULKY	n/a	COLLEYVILLE, TX	20	25	n/a	yes
MATTHEW JON RUPERT	n/a	DALLAS, TX	20	27	2	yes
ELTON EUGENE RAMBIN	n/a	DALLAS, TX \| Greenwood, AR	18	47	2	yes
JOHN JARROD PATTERSON	n/a	DALLAS, TX \| MANSFIELD, TX	18	21	2	yes
BRIAN TIMOTHY MARLAR	Certified Financial Planner	BIG SPRING, TX \| DALLAS, TX	18	24	3	yes
MYLES JOSEPH MCCORMICK	Certified Financial Planner	DALLAS, TX \| Natick, MA	18	32	n/a	yes
STEVEN ELLIOT ELKINS	n/a	DALLAS, TX \| BENTONVILLE, AR	18	21	2	yes
JAMES LEE MCNAUGHTON	Certified Financial Planner	DALLAS, TX \| STORM LAKE, IA \| SIOUX CITY, IA	17	22	2	yes
KRIS JON WESTERGAARD	Certified Financial Planner	SIOUX CITY, IA \| DALLAS, TX	17	24	2	yes
ANTHONY RYAN MADONNA	n/a	DALLAS, TX \| SEASIDE, CA	17	28	2	yes
CAROL DIANE GARZA	n/a	DALLAS, TX	17	43	2	yes
MICHAEL KEITH LAUTERBACH	n/a	DALLAS, TX	17	32	3	yes
LOWELL DALLAS JOHNSON	n/a	DALLAS, TX	17	43	1	yes
STEVEN LEE POWELL	n/a	DALLAS, TX \| SIOUX CITY, IA	17	43	2	yes
BILLY RAY JENKINS	n/a	AMARILLO, TX \| DALLAS, TX	17	26	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALEXANDER, LAURA BONNELL	BOARD DIRECTOR	Na	yes	08/2017	Aug 11, 2026	Aug 11, 2026
COYA, SCOTT ANDREW	CHIEF COMPLIANCE OFFICER	Na	yes	01/2022	Aug 11, 2026	Aug 11, 2026
HILLTOP SECURITIES HOLDINGS,	Parent	E	yes	01/2015	Aug 11, 2026	Aug 11, 2026
LEVENTHAL, LAURA	BOARD DIRECTOR	Na	yes	10/2013	Aug 11, 2026	Aug 11, 2026
MCCAFFREY, SCOTT EDWARD	MANAGING DIRECTOR - HEAD OF MOMENTUM INDEPENDENT NETWORK INC.	Na	yes	07/2023	Aug 11, 2026	Aug 11, 2026
MEDANICH, DAVID KING	BOARD DIRECTOR	Na	yes	08/2017	Aug 11, 2026	Aug 11, 2026
WINGES, MARTIN BRADLEY	Ceo	Na	yes	04/2019	Aug 11, 2026	Aug 11, 2026
WITTNEBEN, BRIAN LANE	GENERAL COUNSEL/SECRETARY	Na	yes	03/2016	Aug 11, 2026	Aug 11, 2026
HILLTOP SECURITIES HOLDINGS, LLC	Parent	E	yes	01/2015	Jan 21, 2015	Dec 19, 2024
MUSCHALEK, JOHN RICHARD	President	Na	yes	01/2020	May 21, 2015	Dec 19, 2024
EDGE, JOSEPH MICHAEL	BOARD DIRECTOR	Na	no	10/2015	Aug 11, 2026	Aug 11, 2026
HILLTOP HOLDINGS INC.	Parent	E	no	01/2015	Jan 21, 2015	Dec 19, 2024
TEMPLE, WILLIAM BARRY	MUNICIPAL PRINCIPAL	Na	no	11/2004	Dec 22, 2011	Dec 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HILLTOP SECURITIES ASSET MANAGEMENT, LLC	n/a	Institutional manager	$38B	N	yes	n/a
HILLTOP SECURITIES INC.	n/a	Bd affiliated wealth	$2.5B	N	yes	TX
HILLTOP SECURITIES INSURANCE AGENCY INC.	n/a	n/a	n/a	N	yes	n/a
PLAINSCAPITAL BANK	n/a	n/a	n/a	N	yes	n/a
SOUTHWEST FINANCIAL INSURANCE AGENCY, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published; showing 30 of 98

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	18	yes
Dallas	TX	United States	8	yes
SIOUX CITY	Ia	United States	5	yes
Dallas	TX	United States	4	yes
SAN ANTONIO	TX	United States	3	yes
FORT SMITH	Ar	United States	2	yes
Worthington	Mn	United States	2	yes
Akron	Oh	United States	2	yes
Norman	Ok	United States	2	yes
OKLAHOMA CITY	Ok	United States	2	yes
Arlington	TX	United States	2	yes
Austin	TX	United States	2	yes
Mansfield	TX	United States	2	yes
Tyler	TX	United States	2	yes
n/a	n/a	n/a	2	yes
n/a	n/a	n/a	2	yes
n/a	n/a	n/a	2	yes
n/a	n/a	n/a	2	yes
n/a	n/a	n/a	2	yes
Arkadelphia	Ar	United States	1	yes
Paragould	Ar	United States	1	yes
Scottsdale	Az	United States	1	yes
HERMOSA BEACH	CA	United States	1	yes
Napa	CA	United States	1	yes
Oxnard	CA	United States	1	yes
SANTA ROSA	CA	United States	1	yes
SOLANA BEACH	CA	United States	1	yes
COLORADO SPRINGS	Co	United States	1	yes
Glenview	IL	United States	1	yes
Springfield	IL	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.6B	$1.0B	97	97	124	n/a	n/a
2024	Mar 26, 2025	$1.3B	$765M	98	98	93	n/a	n/a
2023	Mar 28, 2024	$1.1B	$521M	139	139	93	n/a	n/a
2022	Mar 30, 2023	$825M	$164M	140	140	93	n/a	n/a
2021	Mar 30, 2022	$864M	$154M	106	106	93	n/a	n/a
2020	Mar 31, 2021	$478M	$70.9M	74	74	93	n/a	n/a
2019	Mar 31, 2020	$549M	$53.5M	70	70	93	n/a	n/a
2018	Mar 29, 2019	$421M	$98.1M	122	122	93	n/a	n/a
2017	Mar 29, 2018	$402M	$72.0M	127	127	93	n/a	n/a
2016	Mar 30, 2017	$280M	$28.2M	130	130	n/a	n/a	n/a
2015	Mar 30, 2016	$245M	$27.4M	130	130	n/a	n/a	n/a
2014	Mar 30, 2015	$283M	$39.6M	138	138	n/a	n/a	n/a
2013	Sep 17, 2013	$226M	$20.8M	139	139	n/a	n/a	n/a
2012	Sep 28, 2012	$184M	$9.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
8	9	-1	7.2%	2	0	0	24	36

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	$1.3B	20.3%	$825M	25.0%	97	98	124	93

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MML INVESTORS SERVICES, LLC	2	Oct 6, 2025	Oct 20, 2025	OKLAHOMA CITY, OK	Team lift out	Ibd to ibd	1.7%
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	2	Sep 8, 2025	Sep 9, 2025	SAN ANTONIO, TX	Team lift out	Ibd to ibd	1.7%
LPL FINANCIAL LLC	3	Sep 4, 2025	Sep 15, 2025	DALLAS, TX	Team lift out	Ibd to ibd	2.5%
LPL FINANCIAL LLC	2	Jun 7, 2024	Jun 6, 2024	WORTHINGTON, MN	Team lift out	Ibd to ibd	1.8%
LPL FINANCIAL LLC	2	May 7, 2024	May 6, 2024	DALLAS, TX	Team lift out	Ibd to ibd	1.7%
LPL FINANCIAL LLC	3	May 7, 2024	May 6, 2024	GLEN ALLEN, VA	Team lift out	Ibd to ibd	2.5%
THIEMAN INVESTMENT & RETIREMENT SERVICES, LLC	2	Jun 8, 2022	Sep 1, 2020	SAN ANGELO, TX	Team lift out	Ibd to state RIA	2.0%
OSAIC INSTITUTIONS, INC.	4	Nov 4, 2019	Nov 1, 2019	SPRINGFIELD, IL	Team lift out	Ibd to ibd	4.3%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Feb 11, 2025	Feb 3, 2025	SAN DIEGO, CA	Team lift out	Ibd to ibd	0.0%
NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION	6	Dec 31, 2022	Aug 24, 2023	HIGHLANDS RANCH, CO	Firm absorbed	Ibd to ibd	60.0%
HILLTOP SECURITIES INC.	2	Apr 8, 2022	May 18, 2021	DALLAS, TX	Team lift out	Ibd to ibd	1.5%

Relationships

showing 80 of 307

Registered with (75)

← APRIL DAWN BARKERAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← RALPH DENNIS BARKERAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← KOREY MICHAEL KOOBAdvisorregistration: current employment
Jul 7, 2026 to presentfactForm ADV
← AVERY VANECHANOSAdvisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← AUSTIN P CONWAYAdvisorregistration: current employment
Jun 16, 2026 to presentfactForm ADV
← SHELBY ERIN TERRILLAdvisorregistration: current employment
Jun 8, 2026 to presentfactForm ADV
← AARON DEAN MCNAUGHTONAdvisorregistration: current employment
May 12, 2026 to presentfactForm ADV
← CARTER MONRADAdvisorregistration: current employment
May 11, 2026 to presentfactForm ADV
← RAYMOND CARL SCHAPERAdvisorregistration: current employment
Apr 24, 2026 to presentfactForm ADV
← FRANK KNOX FULLERAdvisorregistration: current employment
Apr 20, 2026 to presentfactForm ADV
← RALEIGH R WHITEAdvisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← JENNIFER BACONAdvisorregistration: current employment
Jan 12, 2026 to presentfactForm ADV
← SADY CHEYENNE WHITLEYAdvisorregistration: current employment
Dec 8, 2025 to presentfactForm ADV
← STEPHEN W COYAdvisorregistration: current employment
Nov 24, 2025 to presentfactForm ADV
← JAMES LUKE STONEAdvisorregistration: current employment
Nov 24, 2025 to presentfactForm ADV
← MICHAEL JOHN FORSTERAdvisorregistration: current employment
Nov 8, 2025 to presentfactForm ADV
← JENNIFER LEE HUBERAdvisorregistration: current employment
Nov 6, 2025 to presentfactForm ADV
← JEFFREY NEAL VANOVERAdvisorregistration: current employment
Oct 31, 2025 to presentfactForm ADV
← ROBERT BERRYAdvisorregistration: current employment
Oct 30, 2025 to presentfactForm ADV
← ERIC JAMES SCHINDLERAdvisorregistration: current employment
Sep 29, 2025 to presentfactForm ADV
← SEAN TAYLOR WESTERGAARDAdvisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV
← PAUL JONATHAN O'TOOLEAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← CAROL DIANE GARZAAdvisorregistration: current employment
Feb 14, 2025 to presentfactForm ADV
← Jonathan E WhiteAdvisorregistration: current employment
Feb 11, 2025 to presentfactForm ADV
← PENNY JO AGNEWAdvisorregistration: current employment
Feb 3, 2025 to presentfactForm ADV
← ERIC MICHAEL SCHINDLERAdvisorregistration: current employment
Feb 3, 2025 to presentfactForm ADV
← STEPHEN JAMES SCHINDLERAdvisorregistration: current employment
Feb 3, 2025 to presentfactForm ADV
← NATWIAN VANDERVEERAdvisorregistration: current employment
Jan 15, 2025 to presentfactForm ADV
← Justus Dale Schriefer WinklerAdvisorregistration: current employment
Nov 11, 2024 to presentfactForm ADV
← JULIE COLLEEN DONOHO-ELKINSAdvisorregistration: current employment
Oct 29, 2024 to presentfactForm ADV
and 45 more

Affiliated with (5)

→ HILLTOP SECURITIES ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ HILLTOP SECURITIES INC.Registered adviserother investment adviser, broker-dealer, bank, custodian, common control
factForm ADV
← HILLTOP SECURITIES INC.Registered adviserother investment adviser, broker-dealer, common control
factForm ADV
← HILLTOP SECURITIES ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV
← FSW ADVISORY SERVICES INC.Registered adviserother investment adviser, broker-dealer, common control
factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 1, 2026
Advisor changed firm
Daniel L Wolfe left Momentum Independent Network Inc. for Ameriprise Financial Services, Llc (registered 2026-06-03)
Form ADVobserved 4 days ago
Occurred
Jun 1, 2026
Advisor changed firm
John Anthony Pegues left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2026-06-01)
Form ADVobserved 4 days ago
Occurred
Apr 22, 2026
Advisor changed firm
Stephen Tyler Mckimmey left Momentum Independent Network Inc. for Rtw Financial Advisors Inc (registered 2026-04-15)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2026
Advisor changed firm
Hunter Shoemake left Momentum Independent Network Inc. for Mai Capital Management, Llc (registered 2026-03-26)
Form ADVobserved 4 days ago
Occurred
Mar 4, 2026
Advisor changed firm
Jay Stanley Mathis left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2026-03-08)
Form ADVobserved 4 days ago
Occurred
Feb 17, 2026
Advisor changed firm
Travis Munro left Momentum Independent Network Inc. for Steward Partners Investment Advisory, Llc (registered 2026-02-18)
Form ADVobserved 4 days ago
Occurred
Dec 8, 2025
Advisor changed firm
Timothy Warren Bennett left Momentum Independent Network Inc. for Ifg Advisory, Llc (registered 2025-12-10)
Form ADVobserved 4 days ago
Occurred
Oct 6, 2025
Team lift-out
2 advisors left Momentum Independent Network Inc. (Oklahoma City, OK) for MML Investors Services, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 6, 2025
Advisor changed firm
Jeffrey Bryan Diamond left Momentum Independent Network Inc. for Mml Investors Services, Llc (registered 2025-10-20)
Form ADVobserved 4 days ago
Occurred
Oct 6, 2025
Advisor changed firm
Joshua Alan Morgan left Momentum Independent Network Inc. for Mml Investors Services, Llc (registered 2025-10-15)
Form ADVobserved 4 days ago
Occurred
Sep 15, 2025
Advisor changed firm
Ecklyn Rhaelan Salazar left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2025-09-15)
Form ADVobserved 4 days ago
Occurred
Sep 8, 2025
Team lift-out
2 advisors left Momentum Independent Network Inc. (San Antonio, TX) for Raymond James Financial Services Advisors, Inc on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 8, 2025
Advisor changed firm
Daniel Edward Rebmann left Momentum Independent Network Inc. for Raymond James Financial Services Advisors, Inc (registered 2025-09-09)
Form ADVobserved 4 days ago
Occurred
Sep 8, 2025
Advisor changed firm
Brisa Gonzales left Momentum Independent Network Inc. for Raymond James Financial Services Advisors, Inc (registered 2025-09-08)
Form ADVobserved 4 days ago
Occurred
Sep 4, 2025
Team lift-out
3 advisors left Momentum Independent Network Inc. (Dallas, TX) for LPL Financial LLC within 11 days
Form ADVobserved 4 days ago
3 advisors
Occurred
Sep 4, 2025
Advisor changed firm
Kristopher Bryan Field left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2025-09-05)
Form ADVobserved 4 days ago
Occurred
Sep 4, 2025
Advisor changed firm
Michael Joseph Kane left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2025-09-05)
Form ADVobserved 4 days ago
Occurred
May 15, 2025
Advisor changed firm
William Woolfolk Nelson left Momentum Independent Network Inc. for Park Avenue Securities Llc (registered 2025-11-05)
Form ADVobserved 4 days ago
Occurred
May 13, 2025
Advisor changed firm
Loal Gene Wilson left Momentum Independent Network Inc. for Cambridge Investment Research Advisors, Inc. (registered 2025-05-14)
Form ADVobserved 4 days ago
Occurred
Apr 29, 2025
Advisor changed firm
Keaton Russell left Momentum Independent Network Inc. for Charles Schwab & Co., Inc. (registered 2025-05-05)
Form ADVobserved 4 days ago
Occurred
Feb 11, 2025
Team lift-out
2 advisors left LPL Financial LLC (San Diego, CA) for Momentum Independent Network Inc. within 13 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 17, 2024
Advisor changed firm
Gregory Don Stephens left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2024-12-11)
Form ADVobserved 4 days ago
Occurred
Oct 15, 2024
Advisor changed firm
Skyler Hedden left Momentum Independent Network Inc. for Level Four Advisory Services (registered 2024-11-11)
Form ADVobserved 4 days ago
Occurred
Sep 26, 2024
Advisor changed firm
Justin Mourning left Momentum Independent Network Inc. for J.P. Morgan Securities Llc (registered 2024-10-01)
Form ADVobserved 4 days ago
Occurred
Jul 24, 2024
Advisor changed firm
Kimika Tada left Momentum Independent Network Inc. for Gallagher Fiduciary Advisors, Llc (registered 2024-11-26)
Form ADVobserved 4 days ago
Occurred
Jun 18, 2024
Advisor changed firm
Malon D Jennings left Momentum Independent Network Inc. for Ubs Financial Services Inc. (registered 2024-07-09)
Form ADVobserved 4 days ago
Occurred
Jun 7, 2024
Team lift-out
2 advisors left Momentum Independent Network Inc. (Worthington, MN) for LPL Financial LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 7, 2024
Advisor changed firm
Aaron Thomas Hagen left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2024-06-05)
Form ADVobserved 4 days ago
Occurred
Jun 7, 2024
Advisor changed firm
Michael John Woll left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2024-06-06)
Form ADVobserved 4 days ago
Occurred
Jun 7, 2024
Advisor changed firm
Alaina Marie Kolpin left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2024-06-05)
Form ADVobserved 4 days ago
Occurred
May 15, 2024
Advisor changed firm
Walter Ray Lasley left Momentum Independent Network Inc. for Adaptfirst Investments Llc (registered 2024-05-19)
Form ADVobserved 4 days ago
Occurred
May 10, 2024
Advisor changed firm
Kathy Lynn Banyas left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2024-05-06)
Form ADVobserved 4 days ago
Occurred
May 9, 2024
Advisor changed firm
Simon Michel Joseph left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2024-05-06)
Form ADVobserved 4 days ago
Occurred
May 7, 2024
Team lift-out
2 advisors left Momentum Independent Network Inc. (Dallas, TX) for LPL Financial LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
May 7, 2024
Team lift-out
4 advisors left Momentum Independent Network Inc. (Glen Allen, VA) for LPL Financial LLC within 3 days
Form ADVobserved 4 days ago
4 advisors
Occurred
May 7, 2024
Advisor changed firm
George Mark Hamby left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2024-05-06)
Form ADVobserved 4 days ago
Occurred
May 7, 2024
Advisor changed firm
Patricia Ellen Donelan left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2024-05-07)
Form ADVobserved 4 days ago
Occurred
May 7, 2024
Advisor changed firm
Elaine Barkley Miller left Momentum Independent Network Inc. for Lpl Financial Llc (registered 2024-05-06)
Form ADVobserved 4 days ago

Show 2 bookkeeping events

Occurred
Mar 30, 2026
Momentum Independent Network Inc. reported 124 offices beyond its principal office, up from 93 (2025-08-29 to 2026-03-30)
Occurred
Mar 26, 2025
Momentum Independent Network Inc. reported 98 state-registered advisory representatives, down from 139 (2024-12-19 to 2025-03-26)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:391d7fc5-248d-a774-b0a0-3e073cb38f34
First observed: Dec 22, 2011
Last observed: Aug 11, 2026 40 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MOMENTUM INDEPENDENT NETWORK INC.

CRD 17587

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:391d7fc5-248d-a774-b0a0-3e073cb38f34

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:42 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHARLES ANDREW BROWN

n/a

LAGRANGE, TX

n/a

yes

WALTER VIRDEN

n/a

ARLINGTON, TX

n/a

yes

WALTER VIRDEN

Certified Financial Planner

ARLINGTON, TX

n/a

yes

THOMAS HALL THOMPSON

Certified Financial Planner

Arlington, TX

n/a

yes

JAMES RUPERT AYCOCK

n/a

Edmond, OK | DALLAS, TX

yes

FIKRY LOUIS LANSING

Certified Financial Planner|Chartered Financial Analyst

OXNARD, CA

yes

ANDREW SHELDON JOHNSON

n/a

SANTA MONICA, CA

yes

GUNNAR SIGMUND SOLAND

n/a

ARLINGTON, TX

yes

GILBERT B HERRICK

n/a

DALLAS, TX

yes

GREG MICHAEL REGAN

n/a

DALLAS, TX

yes

DAVID HERRICK ABDULKY

n/a

COLLEYVILLE, TX

n/a

yes

MATTHEW JON RUPERT

n/a

DALLAS, TX

yes

ELTON EUGENE RAMBIN

n/a

DALLAS, TX | Greenwood, AR

yes

JOHN JARROD PATTERSON

n/a

DALLAS, TX | MANSFIELD, TX

yes

BRIAN TIMOTHY MARLAR

Certified Financial Planner

BIG SPRING, TX | DALLAS, TX

yes

MYLES JOSEPH MCCORMICK

Certified Financial Planner

DALLAS, TX | Natick, MA

n/a

yes

STEVEN ELLIOT ELKINS

n/a

DALLAS, TX | BENTONVILLE, AR

yes

JAMES LEE MCNAUGHTON

Certified Financial Planner

DALLAS, TX | STORM LAKE, IA | SIOUX CITY, IA

yes

KRIS JON WESTERGAARD

Certified Financial Planner

SIOUX CITY, IA | DALLAS, TX

yes

ANTHONY RYAN MADONNA

n/a

DALLAS, TX | SEASIDE, CA

yes

CAROL DIANE GARZA

n/a

DALLAS, TX

yes

MICHAEL KEITH LAUTERBACH

n/a

DALLAS, TX

yes

LOWELL DALLAS JOHNSON

n/a

DALLAS, TX

yes

STEVEN LEE POWELL

n/a

DALLAS, TX | SIOUX CITY, IA

yes

BILLY RAY JENKINS

n/a

AMARILLO, TX | DALLAS, TX

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALEXANDER, LAURA BONNELL

BOARD DIRECTOR

yes

08/2017

Aug 11, 2026

COYA, SCOTT ANDREW

CHIEF COMPLIANCE OFFICER

yes

01/2022

Aug 11, 2026

HILLTOP SECURITIES HOLDINGS,

Parent

yes

01/2015

Aug 11, 2026

LEVENTHAL, LAURA

BOARD DIRECTOR

yes

10/2013

Aug 11, 2026

MCCAFFREY, SCOTT EDWARD

MANAGING DIRECTOR - HEAD OF MOMENTUM INDEPENDENT NETWORK INC.

yes

07/2023

Aug 11, 2026

MEDANICH, DAVID KING

BOARD DIRECTOR

yes

08/2017

Aug 11, 2026

WINGES, MARTIN BRADLEY

Ceo

yes

04/2019

Aug 11, 2026

WITTNEBEN, BRIAN LANE

GENERAL COUNSEL/SECRETARY

yes

03/2016

Aug 11, 2026

HILLTOP SECURITIES HOLDINGS, LLC

Parent

yes

01/2015

Jan 21, 2015

Dec 19, 2024

MUSCHALEK, JOHN RICHARD

President

yes

01/2020

May 21, 2015

Dec 19, 2024

EDGE, JOSEPH MICHAEL

BOARD DIRECTOR

10/2015

Aug 11, 2026

HILLTOP HOLDINGS INC.

Parent

01/2015

Jan 21, 2015

Dec 19, 2024

TEMPLE, WILLIAM BARRY

MUNICIPAL PRINCIPAL

11/2004

Dec 22, 2011

Dec 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HILLTOP SECURITIES ASSET MANAGEMENT, LLC

n/a

Institutional manager

$38B

yes

n/a

HILLTOP SECURITIES INC.

n/a

Bd affiliated wealth

$2.5B

yes

HILLTOP SECURITIES INSURANCE AGENCY INC.

n/a

yes

n/a

PLAINSCAPITAL BANK

n/a

yes

n/a

SOUTHWEST FINANCIAL INSURANCE AGENCY, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dallas

United States

yes

Dallas

United States

yes

SIOUX CITY

United States

yes

Dallas

United States

yes

SAN ANTONIO

United States

yes

FORT SMITH

United States

yes

Worthington

United States

yes

Akron

United States

yes

Norman

United States

yes

OKLAHOMA CITY

United States

yes

Arlington

United States

yes

Austin

United States

yes

Mansfield

United States

yes

Tyler

United States

yes

n/a

yes

n/a

yes

n/a

yes

n/a

yes

n/a

yes

Arkadelphia

United States

yes

Paragould

United States

yes

Scottsdale

United States

yes

HERMOSA BEACH

United States

yes

Napa

United States

yes

Oxnard

United States

yes

SANTA ROSA

United States

yes

SOLANA BEACH

United States

yes

COLORADO SPRINGS

United States

yes

Glenview

United States

yes

Springfield

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.6B

$1.0B

124

n/a

2024

Mar 26, 2025

$1.3B

$765M

n/a

2023

Mar 28, 2024

$1.1B

$521M

139

n/a

2022

Mar 30, 2023

$825M

$164M

140

n/a

2021

Mar 30, 2022

$864M

$154M

106

n/a

2020

Mar 31, 2021

$478M

$70.9M

n/a

2019

Mar 31, 2020

$549M

$53.5M

n/a

2018

Mar 29, 2019

$421M

$98.1M

122

n/a

2017

Mar 29, 2018

$402M

$72.0M

127

n/a

2016

Mar 30, 2017

$280M

$28.2M

130

n/a

2015

Mar 30, 2016

$245M

$27.4M

130

n/a

2014

Mar 30, 2015

$283M

$39.6M

138

n/a

2013

Sep 17, 2013

$226M

$20.8M

139

n/a

2012

Sep 28, 2012

$184M

$9.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

7.2%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.3B

20.3%

$825M

25.0%

124

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MML INVESTORS SERVICES, LLC

Oct 6, 2025

Oct 20, 2025

OKLAHOMA CITY, OK

Team lift out

Ibd to ibd

1.7%

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sep 8, 2025

Sep 9, 2025

SAN ANTONIO, TX

Team lift out

Ibd to ibd

1.7%

LPL FINANCIAL LLC

Sep 4, 2025

Sep 15, 2025

DALLAS, TX

Team lift out

Ibd to ibd

2.5%

LPL FINANCIAL LLC

Jun 7, 2024

Jun 6, 2024

WORTHINGTON, MN

Team lift out

Ibd to ibd

1.8%

LPL FINANCIAL LLC

May 7, 2024

May 6, 2024

DALLAS, TX

Team lift out

Ibd to ibd

1.7%

LPL FINANCIAL LLC

May 7, 2024

May 6, 2024

GLEN ALLEN, VA

Team lift out

Ibd to ibd

2.5%

THIEMAN INVESTMENT & RETIREMENT SERVICES, LLC

Jun 8, 2022

Sep 1, 2020

SAN ANGELO, TX

Team lift out

Ibd to state RIA

2.0%

OSAIC INSTITUTIONS, INC.

Nov 4, 2019

Nov 1, 2019

SPRINGFIELD, IL

Team lift out

Ibd to ibd

4.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Feb 11, 2025

Feb 3, 2025

SAN DIEGO, CA

Team lift out

Ibd to ibd

0.0%

NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION

Dec 31, 2022

Aug 24, 2023

HIGHLANDS RANCH, CO

Firm absorbed

Ibd to ibd

60.0%

HILLTOP SECURITIES INC.

Apr 8, 2022

May 18, 2021

DALLAS, TX

Team lift out

Ibd to ibd

1.5%