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
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Shelby Erin Terrill | Stifel Independent Advisors, LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Jun 8, 2026 |
| Frank Knox Fuller | Stifel Independent Advisors, LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2026 | Apr 20, 2026 |
| Raleigh R White | Stifel Independent Advisors, LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2026 | Apr 17, 2026 |
| Raymond Carl Schaper | Stifel Independent Advisors, LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2026 | Apr 24, 2026 |
| Daniel L Wolfe | Dan L Wolfe unclassified | Momentum Independent Network Inc. other | Other | Nov 14, 2025 | Jul 28, 2003 |
| Eric James Schindler | LPL Financial LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2025 | Sep 29, 2025 |
| Austin P Conway | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Momentum Independent Network Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 29, 2025 | Jun 16, 2026 (260 d) |
| William Woolfolk Nelson | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. other | Other | May 15, 2025 | Aug 8, 2013 |
| Keaton Russell | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2025 | Jan 13, 2025 |
| Penny Jo Agnew | LPL Financial LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2025 | Feb 3, 2025 |
| Eric Michael Schindler | LPL Financial LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2025 | Feb 3, 2025 |
| Stephen James Schindler | LPL Financial LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2025 | Feb 3, 2025 |
| Gregory Allen Gatlin | LPL Financial LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 11, 2024 | Sep 27, 2024 |
| Jennifer Kay Gist-Hall | Intrua Financial BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2024 | Sep 16, 2024 |
| Travis Munro | Capital Analysts BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2024 | Aug 23, 2024 |
| Laura Beatriz Fleites Rodriguez | Raymond James Financial Services Advisors, Inc BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2024 | Sep 17, 2024 (40 d) |
| Natwian Vanderveer | Primerica Advisors national BD | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2024 | Jan 15, 2025 (188 d) |
| John Christian Coyle | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2024 | Feb 29, 2024 |
| Mitchell Don Liesmann | LPL Financial LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 14, 2024 | Feb 2, 2024 |
| Kevin Doell | Park Avenue Securities LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2023 | Dec 4, 2023 |
| Justin Mourning | Beacon Pointe Advisors, LLC independent RIA | Momentum Independent Network Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2023 | Nov 17, 2023 |
| Skyler Hedden | Securities America Advisors, Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2023 | Jan 16, 2024 (88 d) |
| Michael Joseph Kane | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2023 | May 1, 2023 |
| Careena Patel | Pnc Wealth Management BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2023 | May 17, 2023 |
| Kristopher Bryan Field | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2023 | May 4, 2023 |
| Jacqueline Leigh Finley | Westwood Wealth Management independent RIA | Momentum Independent Network Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2023 | Mar 7, 2023 |
| Tamra Lynn Enriquez | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 22, 2023 | Mar 15, 2022 |
| Duane Ariel Smith | Ntb Advisors, A Division Of Ntb Financial Corporation BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Jan 3, 2023 |
| Walter Ray Lasley | Ntb Advisors, A Division Of Ntb Financial Corporation BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Jan 3, 2023 |
| Michael John Morgan | Ntb Advisors, A Division Of Ntb Financial Corporation BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Jan 3, 2023 |
| Zenas Norman Gurley | Ntb Advisors, A Division Of Ntb Financial Corporation BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Jan 3, 2023 |
| Donald Stanfield Mckinney | Ntb Advisors, A Division Of Ntb Financial Corporation BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Jan 3, 2023 |
| Stacie R Craddock | Ntb Advisors, A Division Of Ntb Financial Corporation BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Aug 24, 2023 (236 d) |
| Loal Gene Wilson | Ntb Advisors, A Division Of Ntb Financial Corporation BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Jan 3, 2023 |
| Patricia Ellen Donelan | Wells Fargo Advisors wirehouse | Momentum Independent Network Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 2, 2022 | Oct 25, 2022 |
| Debra Marcy Reda-Cappos | Western International Securities BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2022 | Sep 2, 2022 |
| Cary Duane Strohmeyer | Cetera Investment Advisers LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 3, 2022 | May 2, 2022 |
| Michael Anthony Cogliano | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. other | Other | Apr 26, 2022 | Feb 1, 2007 |
| Mark Jameson | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2022 | Oct 19, 2020 |
| Simon Michel Joseph | Truist Advisory Services, Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2022 | Mar 1, 2022 |
| Kathy Lynn Banyas | Truist Advisory Services, Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 11, 2022 | Mar 21, 2022 |
| Traci Kurtz | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2022 | Mar 4, 2019 |
| John Andrew Madonna | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2022 | Jan 5, 2022 |
| Boyd Fariborz Bohlool | Cetera Advisor Networks LLC BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 13, 2021 | Dec 13, 2021 |
| Kevin Wilson Speas | Robert W. Baird & Co. Incorporated mixed wealth | Momentum Independent Network Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 13, 2021 | Aug 24, 2021 |
| Elaine Barkley Miller | Capitol Securities Management, Inc. independent RIA | Momentum Independent Network Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 13, 2021 | Jul 13, 2021 |
| Jerry Dee Sirkel | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2021 | Jun 25, 2021 |
| Jennifer Lee Huber | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. other | Other | Apr 30, 2021 | Jul 5, 2016 |
| Jeffrey Garland Keene | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 12, 2021 | May 13, 2020 |
| Diane Tyll Binford | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 4, 2021 | Jun 15, 2020 |
| Daniel Edward Rebmann | UBS Financial Services Inc. wirehouse | Momentum Independent Network Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 20, 2020 | Oct 9, 2020 |
| James Woodall | Fidelity Personal And Workplace Advisors BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2020 | May 18, 2021 (271 d) |
| Nancy Elizabeth Lewis-Heliotes | Raymond James Financial Services Advisors, Inc BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2020 | Oct 27, 2020 (70 d) |
| Lawrence Lee Karpf | Wells Fargo Advisors wirehouse | Momentum Independent Network Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 14, 2020 | Aug 13, 2020 |
| Thomas R Kirby | Stifel, Nicolaus & Company, Incorporated national BD | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2020 | Jun 25, 2020 |
| Robert Joseph Theisen | Investacorp Advisory Services Inc BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2020 | Jul 1, 2020 |
| William Allen Barton | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. other | Other | Jun 10, 2020 | Jan 9, 2017 |
| David Geschke | Hilltop Securities Inc. BD affiliated | Momentum Independent Network Inc. other | Other | Dec 23, 2019 | May 1, 2015 |
| Bernard Regis Theis | Oppenheimer & Co. Inc. BD affiliated | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 22, 2019 | Nov 15, 2019 |
| Thomas Brian Allred | Fsw Advisory Services Inc. institutional | Momentum Independent Network Inc. BD affiliated | Other | Jul 24, 2019 | Feb 10, 2023 (1297 d) |
Page 1 of 4Next
181 moves match.