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
David Hansson Tobin	Momentum Independent Network Inc. other	Wfg Advisors, LP other	Other	Dec 2, 2009	Nov 25, 2009
James Raymond Clark	Momentum Independent Network Inc. other	Bok Financial Advisors other	Other	Nov 2, 2009	Oct 27, 2009
Joseph P Charlton	Momentum Independent Network Inc. other	Next Financial Group, Inc. BD affiliated	Other	Jul 20, 2009	Nov 3, 2021 (4489 d)
Michael J Allison	Momentum Independent Network Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Jul 1, 2009	Sep 16, 2009 (77 d)
Jose Guadalupe Longoria	Momentum Independent Network Inc. other	Dynamic other	Other	Jun 2, 2009	Mar 21, 2018 (3214 d)
Tamaris Conkleton	Momentum Independent Network Inc. other	1st Global Advisors Inc other	Other	Jan 27, 2009	Jul 2, 2012 (1252 d)
Gregory Michael Buwick	Momentum Independent Network Inc. other	Investment Advisor Solutions, L.L.C. unclassified	Other	Jun 12, 2008	Jun 9, 2003
Randall Rene Chenot	Momentum Independent Network Inc. other	Investors Brokerage Of Texas, Ltd. state registered	Other	Dec 31, 2007	Sep 5, 2024 (6093 d)
Stephen Morgan Pease	Momentum Independent Network Inc. other	Dynamic other	Other	Oct 5, 2007	Mar 21, 2018 (3820 d)
Daniel Thomas Proulx	Momentum Independent Network Inc. other	Isc Advisors, Inc. other	Other	Aug 14, 2007	Sep 16, 2013 (2225 d)
Colin James Boddicker	Momentum Independent Network Inc. other	Oakview Capital Management, L.P. other	Other	May 31, 2007	May 6, 2009 (706 d)
Victor Scott Sonnier	Momentum Independent Network Inc. other	Oxford Asset Management, LLC other	Other	May 4, 2007	May 8, 2007
Benjamin Herschel Dean	Momentum Independent Network Inc. other	Wfg Advisors, LP other	Other	Jan 4, 2007	Jan 17, 2007
Jerry Odell Mcdonald	Momentum Independent Network Inc. other	A. G. Edwards & Sons, Inc. unclassified	Other	Jun 16, 2006	Jun 16, 2006
Von Blake Hampton	Momentum Independent Network Inc. other	First American Financial Advisors, Inc. state registered	Other	Jun 14, 2006	Feb 13, 2007 (244 d)
Gregory Alan Heiple	Momentum Independent Network Inc. other	Ffp Advisory Services Inc unclassified	Other	Apr 3, 2006	Apr 4, 2006
Timothy John Halchuck	Momentum Independent Network Inc. other	Ffp Advisory Services Inc unclassified	Other	Apr 3, 2006	Apr 4, 2006
Matthew Van Cook Wells	Momentum Independent Network Inc. other	Treaty Oak Investment Advisors, Inc. unclassified	Other	Dec 31, 2005	Sep 23, 2005
Jay Owen Brainard	Momentum Independent Network Inc. other	Brainard Capital Management LLC other	Other	Dec 21, 2005	Dec 20, 2005
Michael Thomas Flanagan	Momentum Independent Network Inc. other	Thrivent Investment Management Inc. other	Other	Dec 16, 2005	May 15, 2006 (150 d)
Calvin Eugene Reid	Momentum Independent Network Inc. other	UBS Financial Services Inc. wirehouse	Other	Oct 7, 2005	Oct 14, 2005
Matthew Brent Mccracken	Momentum Independent Network Inc. other	Catamount Capital LLC other	Other	Aug 2, 2005	Feb 8, 2006 (190 d)
Shelly Renee Dodge	Momentum Independent Network Inc. other	Next Financial Group, Inc. other	Other	May 2, 2005	May 2, 2005
Richard Thomas Rivera	Momentum Independent Network Inc. other	Dick Rivera & Associates independent RIA	Other	Jan 6, 2005	Mar 22, 2016 (4093 d)
Donald Clifford Hurwitz	Momentum Independent Network Inc. other	Treaty Oak Investment Advisors, Inc. unclassified	Other	Dec 31, 2004	Jan 30, 2004
Amanda Michele Christians	Momentum Independent Network Inc. other	Treaty Oak Investment Advisors, Inc. unclassified	Other	Dec 31, 2004	Jan 30, 2004
David Robert Hoctor	Momentum Independent Network Inc. other	Hoctor Financial Group, LLC state registered	Other	Dec 17, 2004	Aug 17, 2006 (608 d)
Kenneth Eugene Shade	Momentum Independent Network Inc. other	Milkie/Ferguson Investments, Inc. unclassified	Other	Sep 16, 2004	Feb 1, 2005 (138 d)
Steven Gregg Wachs	Momentum Independent Network Inc. other	Legacy Consulting Group other	Other	Dec 31, 2003	Jan 2, 2003
Roger Alan Shake	Momentum Independent Network Inc. other	Legacy Consulting Group other	Other	Dec 31, 2003	Jan 2, 2003
Charles Kevin Bankerd	Momentum Independent Network Inc. other	Mutual Service Corporation unclassified	Other	Dec 31, 2003	Feb 12, 2004 (43 d)
Cynthia Jacqueline Tam	Momentum Independent Network Inc. other	Partnervest Advisory Services LLC other	Other	Dec 8, 2003	Dec 10, 2003
Kevin Wayne Margolis	Momentum Independent Network Inc. other	Tolleson Private Wealth Management other	Other	Aug 7, 2003	Jul 22, 2004 (350 d)

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153 moves match.