DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at 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.

AdvisorFromToTypeLeftRegistered
Amy Lynn BarnesU.S. Bancorp Investments, Inc. BD affiliatedMomentum Independent Network Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 17, 2019Apr 10, 2019
Anthony Steven ThorntonSummit Financial Group Inc BD affiliatedMomentum Independent Network Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 15, 2019Feb 8, 2019
Brian Stuart JollesQuestar Asset Management, Inc. BD affiliatedMomentum Independent Network Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 1, 2019Jan 29, 2019
George Mark HambyCapitol Securities Management, Inc. independent RIAMomentum Independent Network Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 29, 2019Mar 13, 2019 (43 d)
Shane Ross AbernathyAmeriprise Financial Services, LLC national BDMomentum Independent Network Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 14, 2019Jan 11, 2019
Dana Bruce DavidsonCetera Advisor Networks LLC BD affiliatedMomentum Independent Network Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 12, 2018Dec 7, 2018
Timothy Warren BennettWaddell & Reed BD affiliatedMomentum Independent Network Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 21, 2018Nov 16, 2018
Charley Alynn EubanksHilltop Securities Inc. BD affiliatedMomentum Independent Network Inc. otherOtherJul 24, 2018Jan 3, 2012
Jose Guadalupe LongoriaOxford Asset Management, LLC otherMomentum Independent Network Inc. otherOtherMay 9, 2018Feb 20, 2007
Stephen Morgan PeaseOxford Asset Management, LLC otherMomentum Independent Network Inc. otherOtherMay 9, 2018Jan 9, 2007
Dennis Brock AshbyWestpark Wealth Advisors, Inc. otherMomentum Independent Network Inc. otherOtherJan 2, 2018Nov 16, 2017
John Anthony PeguesInvestment Centers Of America, Inc. otherMomentum Independent Network Inc. otherOtherOct 6, 2017Oct 6, 2017
Christopher MurrayEdward Jones national BDMomentum Independent Network Inc. otherOtherSep 19, 2017Sep 25, 2017
Vincent Francis DobranskyHuntington Financial Advisors otherMomentum Independent Network Inc. otherOtherSep 7, 2017Sep 1, 2017
Ronald Mark Geurkink1st Global Advisors Inc otherMomentum Independent Network Inc. otherOtherSep 1, 2017Nov 16, 2017 (76 d)
Kimberly Kay MillerHilltop Securities Inc. otherMomentum Independent Network Inc. otherOtherJun 7, 2017Sep 25, 2015
Jay Stanley MathisLPL Financial LLC otherMomentum Independent Network Inc. otherOtherMay 15, 2017Apr 28, 2017
Jurgen Daniel SimonsHilltop Securities Inc. otherMomentum Independent Network Inc. otherOtherApr 26, 2017Jan 3, 2012
Stephen Lowell SchaefferMorgan Stanley wirehouseMomentum Independent Network Inc. otherOtherFeb 10, 2017Jan 20, 2017
Daniel James GundersonMorgan Stanley wirehouseMomentum Independent Network Inc. otherOtherMay 13, 2016Apr 29, 2016
Jonathan E WhiteRidgeway Conger Advisory Services otherMomentum Independent Network Inc. BD affiliatedOtherDec 31, 2015Feb 11, 2025 (3330 d)
Rex Arvil HinshawHilltop Securities Inc. otherMomentum Independent Network Inc. otherOtherOct 7, 2015Oct 15, 2015
William Louis EbsMsi Financial Services, Inc. otherMomentum Independent Network Inc. otherOtherAug 11, 2015Aug 12, 2015
Holly P. PeritzHilltop Securities Inc. otherMomentum Independent Network Inc. otherOtherAug 4, 2015Jan 3, 2007
Malon D JenningsUBS Financial Services Inc. wirehouseMomentum Independent Network Inc. otherOtherJun 22, 2015Jul 21, 2015
Robert Mark WroblewskiLPL Financial LLC otherMomentum Independent Network Inc. otherOtherJan 22, 2015Jan 16, 2015
Christine Depiante LutzLPL Financial LLC otherMomentum Independent Network Inc. otherOtherJan 22, 2015Jan 29, 2015
James W AdamsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMomentum Independent Network Inc. otherOtherOct 17, 2014Oct 15, 2014
Michael T HoganMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMomentum Independent Network Inc. otherOtherMay 1, 2014May 6, 2014
Adam Carter RichHilltop Securities Inc. otherMomentum Independent Network Inc. otherOtherNov 7, 2013Jan 3, 2012
Robert Barry BartonHilltop Securities Inc. otherMomentum Independent Network Inc. otherOtherOct 3, 2013Oct 10, 2013
Kristy Lynn WarmerdamCharles Schwab & Co., Inc. national BDMomentum Independent Network Inc. otherOtherMay 6, 2013May 13, 2013
Christopher Matthew ParksAvantax Advisory Services otherMomentum Independent Network Inc. otherOtherJan 4, 2013Jan 3, 2013
Wesley C BangsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMomentum Independent Network Inc. otherOtherDec 21, 2012Jan 21, 2013 (31 d)
Mathew Paul SchweiflerBrokersxpress LLC otherMomentum Independent Network Inc. otherOtherJul 17, 2012Jul 16, 2012
Troy Landon SmithCharles Schwab & Co., Inc. national BDMomentum Independent Network Inc. otherOtherJul 13, 2012Feb 6, 2013 (208 d)
Allen Lee StansfieldMorgan Stanley wirehouseMomentum Independent Network Inc. otherOtherJun 4, 2012May 24, 2012
Cody Shane CodyLPL Financial LLC otherMomentum Independent Network Inc. otherOtherMay 8, 2012May 18, 2012
John Robert MccarthyMorgan Stanley wirehouseMomentum Independent Network Inc. otherOtherApr 30, 2012May 21, 2012
James Lawrence BrejchaSecurian Financial Services, Inc. otherMomentum Independent Network Inc. otherOtherApr 17, 2012Apr 17, 2012
James Edgar BeckMorgan Stanley wirehouseMomentum Independent Network Inc. otherOtherFeb 8, 2012Feb 3, 2012
Alan Preston Canine1st Global Advisors Inc otherMomentum Independent Network Inc. otherOtherFeb 7, 2012Feb 3, 2012
Gregory Don StephensWells Fargo Advisors wirehouseMomentum Independent Network Inc. otherOtherFeb 2, 2012Jan 30, 2012
Keith Alan HilliardMorgan Stanley wirehouseMomentum Independent Network Inc. otherOtherFeb 1, 2012Apr 11, 2012 (70 d)
Douglas A LawrenceUBS Financial Services Inc. wirehouseMomentum Independent Network Inc. otherOtherDec 21, 2011Dec 13, 2011
Vincent Antwane WallaceChase Investment Services Corp. otherMomentum Independent Network Inc. otherOtherOct 11, 2011Mar 5, 2012 (146 d)
Tia Stephanie TomlinHilltop Securities Inc. otherMomentum Independent Network Inc. otherOtherSep 22, 2011Sep 28, 2011
James Erling ShaferWaddell & Reed otherMomentum Independent Network Inc. otherOtherSep 12, 2011Sep 2, 2011
Jeremy Owen HebertEdward Jones national BDMomentum Independent Network Inc. otherOtherAug 15, 2011Aug 11, 2011
Jeremy Todd TorgersonEdward Jones national BDMomentum Independent Network Inc. otherOtherAug 9, 2011Aug 4, 2011
Brianne Sue TimmermanEdward Jones national BDMomentum Independent Network Inc. otherOtherAug 1, 2011Jul 29, 2011
Dagmara Katarzyna FrankowskaHilltop Securities Inc. otherMomentum Independent Network Inc. otherOtherJul 14, 2011Jun 29, 2010
Darrell ToddHilltop Securities Inc. otherMomentum Independent Network Inc. otherOtherJan 28, 2011Jan 3, 2011
Donald Gene BlakeHilltop Securities Inc. otherMomentum Independent Network Inc. otherOtherOct 26, 2010Nov 1, 2010
Jason Allen AndersonFsb Premier Wealth Management, Inc. otherMomentum Independent Network Inc. otherOtherOct 13, 2010Nov 2, 2012 (751 d)
Deborah Ann ToddMorgan Stanley wirehouseMomentum Independent Network Inc. otherOtherSep 30, 2010Aug 24, 2017 (2520 d)
Keri Jean VigilWaddell & Reed otherMomentum Independent Network Inc. otherOtherSep 23, 2010Sep 14, 2010
John Michael DunnRBC Capital Markets, LLC national BDMomentum Independent Network Inc. otherOtherSep 16, 2010Oct 25, 2011 (404 d)
Christopher MurrayHilltop Securities Inc. otherMomentum Independent Network Inc. otherOtherSep 10, 2010Aug 23, 2010
Michael VatterSt Johns Wealth Management unclassifiedMomentum Independent Network Inc. otherOtherMay 18, 2010May 11, 2010
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181 moves match.