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Employer firm

Momentum Independent Network Inc. CRD 17587

$1.61B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Momentum Independent Network Inc.

717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-20
  • TX RA
    APPROVED
    Since 2026-04-20

Branch Locations

Temple, TX • United States

717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Independent Advisors, Llc Temple TX 02/2003 04/2026
Momentum Independent Network Inc. Temple TX 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-11-05
S65 Uniform Investment Adviser Law Examination 1997-11-05
  • S63 Uniform Securities Agent State Law Examination
    1997-11-05
  • S65 Uniform Investment Adviser Law Examination
    1997-11-05

View on SEC IAPD

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