DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Momentum Independent Network Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Anthony Pegues | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2026 | Jun 1, 2026 |
| Daniel L Wolfe | Momentum Independent Network Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jun 1, 2026 | Jun 3, 2026 |
| Stephen Tyler Mckimmey | Momentum Independent Network Inc. BD affiliated | Rtw Financial Advisors Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 22, 2026 | Apr 15, 2026 |
| Hunter Shoemake | Momentum Independent Network Inc. BD affiliated | Mai Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Mar 26, 2026 |
| Jay Stanley Mathis | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2026 | Mar 8, 2026 |
| Travis Munro | Momentum Independent Network Inc. BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Feb 18, 2026 |
| Timothy Warren Bennett | Momentum Independent Network Inc. BD affiliated | Ifg Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 8, 2025 | Dec 10, 2025 |
| Jeffrey Bryan Diamond | Momentum Independent Network Inc. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Oct 20, 2025 |
| Joshua Alan Morgan | Momentum Independent Network Inc. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Oct 15, 2025 |
| Ecklyn Rhaelan Salazar | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 15, 2025 | Sep 15, 2025 |
| Daniel Edward Rebmann | Momentum Independent Network Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2025 | Sep 9, 2025 |
| Brisa Gonzales | Momentum Independent Network Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2025 | Sep 8, 2025 |
| Kristopher Bryan Field | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2025 | Sep 5, 2025 |
| Michael Joseph Kane | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2025 | Sep 5, 2025 |
| William Woolfolk Nelson | Momentum Independent Network Inc. BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2025 | Nov 5, 2025 (174 d) |
| Loal Gene Wilson | Momentum Independent Network Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 13, 2025 | May 14, 2025 |
| Keaton Russell | Momentum Independent Network Inc. BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 29, 2025 | May 5, 2025 |
| Gregory Don Stephens | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 17, 2024 | Dec 11, 2024 |
| Skyler Hedden | Momentum Independent Network Inc. BD affiliated | Level Four Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Oct 15, 2024 | Nov 11, 2024 |
| Justin Mourning | Momentum Independent Network Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 26, 2024 | Oct 1, 2024 |
| Kimika Tada | Momentum Independent Network Inc. BD affiliated | Gallagher Fiduciary Advisors, LLC institutional | Other | Jul 24, 2024 | Nov 26, 2024 (125 d) |
| Malon D Jennings | Momentum Independent Network Inc. BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 18, 2024 | Jul 9, 2024 |
| Michael John Woll | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 7, 2024 | Jun 6, 2024 |
| Aaron Thomas Hagen | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 7, 2024 | Jun 5, 2024 |
| Alaina Marie Kolpin | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 7, 2024 | Jun 5, 2024 |
| Walter Ray Lasley | Momentum Independent Network Inc. BD affiliated | Adaptfirst Investments LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 15, 2024 | May 19, 2024 |
| Kathy Lynn Banyas | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2024 | May 6, 2024 |
| Simon Michel Joseph | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2024 | May 6, 2024 |
| Bernard Regis Theis | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2024 | May 6, 2024 |
| George Mark Hamby | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2024 | May 6, 2024 |
| Lawrence Lee Karpf | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2024 | May 6, 2024 |
| Thomas R Kirby | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2024 | May 6, 2024 |
| Elaine Barkley Miller | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2024 | May 6, 2024 |
| Patricia Ellen Donelan | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2024 | May 7, 2024 |
| Kevin Doell | Momentum Independent Network Inc. BD affiliated | Hilltop Securities Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 7, 2023 | Dec 4, 2023 |
| Careena Patel | Momentum Independent Network Inc. BD affiliated | Kingswood Wealth Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 20, 2023 | Oct 4, 2023 |
| Justin Baack | Momentum Independent Network Inc. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2023 | Jun 23, 2023 |
| Donald Stanfield Mckinney | Momentum Independent Network Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2023 | Mar 27, 2023 |
| Tamra Lynn Enriquez | Momentum Independent Network Inc. BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 22, 2023 | Feb 21, 2023 |
| Joseph Stone Thieman | Momentum Independent Network Inc. BD affiliated | Thieman Investment & Retirement Services, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 8, 2022 | Feb 15, 2018 |
| Seth Taylor Mayberry | Momentum Independent Network Inc. BD affiliated | Thieman Investment & Retirement Services, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 8, 2022 | Sep 1, 2020 |
| Michael Anthony Cogliano | Momentum Independent Network Inc. BD affiliated | Fsw Advisory Services Inc. institutional | Other | Apr 26, 2022 | Feb 14, 2019 |
| James Woodall | Momentum Independent Network Inc. BD affiliated | Hilltop Securities Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2022 | May 18, 2021 |
| Traci Kurtz | Momentum Independent Network Inc. BD affiliated | Hilltop Securities Asset Management, LLC institutional | Other | Feb 18, 2022 | Apr 12, 2019 |
| Todd Clayton Graham | Momentum Independent Network Inc. BD affiliated | Kovack Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 29, 2021 | Nov 1, 2021 |
| Austin P Conway | Momentum Independent Network Inc. BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jul 27, 2021 | Aug 5, 2021 |
| Gunjan Ahuja | Momentum Independent Network Inc. BD affiliated | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2021 | Aug 3, 2021 (34 d) |
| Jennifer Lee Huber | Momentum Independent Network Inc. BD affiliated | Hilltop Securities Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2021 | Oct 22, 2025 (1636 d) |
| Darrell Todd | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2021 | Jan 26, 2021 |
| Diane Tyll Binford | Momentum Independent Network Inc. BD affiliated | Hilltop Securities Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 4, 2021 | May 7, 2021 (123 d) |
| Happy Lane Franklin | Momentum Independent Network Inc. BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 9, 2020 | Oct 23, 2020 |
| Alan Preston Canine | Momentum Independent Network Inc. BD affiliated | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2020 | Jun 5, 2020 |
| William Allen Barton | Momentum Independent Network Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2020 | Jun 9, 2020 |
| David Yoon-Hee Rhee | Momentum Independent Network Inc. BD affiliated | Rheeco, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2020 | May 21, 2020 |
| Brianne Sue Timmerman | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2020 | Jan 8, 2020 |
| Charles Scott Burford | Momentum Independent Network Inc. BD affiliated | Burford Brothers, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 31, 2020 | Jan 3, 2020 |
| David Geschke | Momentum Independent Network Inc. BD affiliated | Avantax Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Dec 23, 2019 | Nov 12, 2020 (325 d) |
| Keng Taing | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2019 | Dec 13, 2019 |
| Charles Scott Burford | Momentum Independent Network Inc. BD affiliated | Burford Brothers, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 19, 2019 | Apr 8, 2020 (141 d) |
| Patrick Thomas Phalen | Momentum Independent Network Inc. BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2019 | Nov 1, 2019 |
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153 moves match.