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Advisor at MOMENTUM WEALTH MANAGEMENT
COLUMBUS, GA
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 WEALTH MANAGEMENT | State registered | Jan 9, 2026 | n/a | yes | COLUMBUS, GA | Current employment |
| MOMENTUM WEALTH MANAGEMENT | State registered | Jul 3, 2018 | Dec 31, 2025 | no | COLUMBUS, GA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Sep 8, 2015 | Jul 19, 2018 | no | MONROE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | MOMENTUM WEALTH MANAGEMENT | Jul 19, 2018 | Jul 3, 2018 | -16 | Firm change | Ibd to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:295689:LA:2018-07-19 | Jul 19, 2018 | Jul 3, 2018 | MONROE, LA | Firm change |