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Advisor at MOMENTUM INDEPENDENT NETWORK INC.
Georgetown, TX | DALLAS, TX
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 | Sep 27, 2024 | n/a | yes | Georgetown, TX|DALLAS, TX | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 8, 2009 | Oct 11, 2024 | no | GEORGETOWN, TX|SAN DIEGO, CA|GEORGETOWN, TX|GEORGETOWN, TX|ROUND ROCK, TX|AUSTIN, TX|WACO, TX|WACO, TX|MANOR, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|GEORGETOWN, TX | Previous registration |
| RIVERSTONE WEALTH MANAGEMENT | Former SEC adviser | Jan 14, 2004 | Sep 17, 2009 | no | AUSTIN, TX|AUSTIN, TX | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Apr 4, 1994 | Oct 31, 2002 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | MOMENTUM INDEPENDENT NETWORK INC. | Oct 11, 2024 | Sep 27, 2024 | -14 | Firm change | Ibd to ibd |
| RIVERSTONE WEALTH MANAGEMENT | LPL FINANCIAL LLC | Sep 17, 2009 | Sep 8, 2009 | -9 | Firm change | Other |
| MORGAN STANLEY DW INC. | RIVERSTONE WEALTH MANAGEMENT | Oct 31, 2002 | Jan 14, 2004 | 440 | Firm change after gap | Other |