Best Investors Account Sign in

Patrick Scott Freeland

Momentum Independent Network Inc.

Dallas, TX

Hilltop Securities Inc.

Dallas, TX

Claim This Profile
Current Employers
Momentum Independent Network Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-01
  • TX RA
    APPROVED
    Since 2024-08-01

Branch Locations

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

Hilltop Securities Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-06
  • TX RA
    APPROVED
    Since 2024-05-06

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Envestnet Asset Management Addison TX 10/2014 03/2018
Salem Managed Services Chicago IL 03/2018 10/2018
Td Ameritrade, Inc. Southlake TX 10/2018 09/2023
Charles Schwab & Co., Inc Westlake TX 08/2023 01/2024
Charles Schwab & Co., Inc. Westlake TX 09/2023 01/2024
Hilltop Securites Inc. Dallas TX 04/2024 Present
  • 10/2014 → 03/2018
    Envestnet Asset Management
    Addison, TX
  • 03/2018 → 10/2018
    Salem Managed Services
    Chicago, IL
  • 10/2018 → 09/2023
    Td Ameritrade, Inc.
    Southlake, TX
  • 08/2023 → 01/2024
    Charles Schwab & Co., Inc
    Westlake, TX
  • 09/2023 → 01/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 04/2024 → Present
    Hilltop Securites Inc.
    Dallas, TX
Previous Registrations
  • 2023-08-21 → 2024-01-10
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 2018-11-02 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Southlake, TX
    Westlake, TX
  • 2022-09-01 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Westlake, TX
  • 2015-03-16 → 2018-04-23
    Envestnet Pmc
    Addison, TX
    Berwyn, PA
  • 2012-05-30 → 2014-12-31
    Placemark Investments, Inc.
    Addison, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-08-31
  • S63 Uniform Securities Agent State Law Examination
    2022-08-31
Designations
Other Names
  • Patrick Scott Freeland
  • Patrick S Freeland

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor