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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)14 years in industry

PATRICK SCOTT FREELAND

Advisor at MOMENTUM INDEPENDENT NETWORK INC.

DALLAS, TX

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Search this name across graphsid dfx:ria:f2bf7a34-98a8-70b6-51cb-7b1351229dfb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 30, 2012 to Sep 14, 2026

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

Current firm: MOMENTUM INDEPENDENT NETWORK INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 30, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Aug 31, 2022
First registration: May 30, 2012
Dual registered: yes, broker-dealer
Other names: PATRICK SCOTT FREELAND|Patrick S Freeland
IAPD individual key: 2032347

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOMENTUM INDEPENDENT NETWORK INC.	Bd affiliated wealth	Aug 1, 2024	n/a	yes	DALLAS, TX	Current employment
HILLTOP SECURITIES INC.	Bd affiliated wealth	May 6, 2024	n/a	yes	DALLAS, TX	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 21, 2023	Jan 10, 2024	no	Westlake, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 1, 2022	Oct 14, 2022	no	WestLake, TX\|Westlake, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Nov 2, 2018	Sep 7, 2023	no	Southlake, TX\|Westlake, TX	Previous registration
ENVESTNET PMC	Independent wealth	Mar 16, 2015	Apr 23, 2018	no	ADDISON, TX\|BERWYN, PA	Previous registration
PLACEMARK INVESTMENTS, INC.	Former SEC adviser	May 30, 2012	Dec 31, 2014	no	ADDISON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	HILLTOP SECURITIES INC.	Jan 10, 2024	May 6, 2024	117	Firm change	Ibd to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Sep 7, 2023	Sep 1, 2022	-371	Channel change	Other
TD AMERITRADE, INC.	CHARLES SCHWAB & CO., INC.	Oct 14, 2022	Aug 21, 2023	311	Channel change	Other
ENVESTNET PMC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Apr 23, 2018	Nov 2, 2018	193	Firm change	Ibd to RIA
PLACEMARK INVESTMENTS, INC.	ENVESTNET PMC	Dec 31, 2014	Mar 16, 2015	75	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
111514:7870:TX:2023-09-07	Sep 7, 2023	Sep 1, 2022	WESTLAKE, TX	Firm change after gap

Relationships

Registered with (7)

→ MOMENTUM INDEPENDENT NETWORK INC.Registered adviserregistration: current employment
Aug 1, 2024 to presentfactForm ADV
→ HILLTOP SECURITIES INC.Registered adviserregistration: current employment
May 6, 2024 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 21, 2023 to Jan 10, 2024factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 2, 2018 to Sep 7, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 1, 2022 to Oct 14, 2022factForm ADV
→ ENVESTNET PMCRegistered adviserregistration: previous registration
Mar 16, 2015 to Apr 23, 2018factForm ADV
→ PLACEMARK INVESTMENTS, INC.Registered adviserregistration: previous registration
May 30, 2012 to Dec 31, 2014factForm ADV

Dated events

Occurred
Jan 10, 2024
Advisor changed firm
Patrick Scott Freeland left Charles Schwab & Co., Inc. for Hilltop Securities Inc. (registered 2024-05-06)
Form ADVobserved 6 days ago