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Eric James Schindler

Momentum Independent Network Inc.

Eagle, ID

CRD 1439999

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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
CA RA APPROVED 2025-09-29
ID RA APPROVED 2025-09-29
  • CA RA
    APPROVED
    Since 2025-09-29
  • ID RA
    APPROVED
    Since 2025-09-29

Branch Locations

1119 E State St. Suite 100, Eagle, ID 83616 • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc La Mesa CA 04/2016 09/2025
Momentum Independent Network Inc. Eagle ID 09/2025 Present
Previous Registrations
  • 2016-04-21 → 2025-09-30
    La Mesa, CA
    La Mesa, CA
    San Diego, CA
    Eagle, ID
  • 2012-02-28 → 2016-04-22
    Cetera Advisors Llc
    La Mesa, CA
    Greenwood Village, CO
  • 2005-06-17 → 2012-02-28
    Pacific West Financial Consultants Inc
    La Mesa, CA
  • 2000-05-24 → 2005-06-17
    National Planning Corporation
    La Mesa, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-09
  • S63 Uniform Securities Agent State Law Examination
    1993-12-09
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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