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MOMENTUM INDEPENDENT NETWORK INC.

DALLAS, TX · CRD 17587 · IAPD ↗ · financyy.com · 214-859-1800

$1.61BRegulatory AUM
97Advisory reps
97Employees
15Clients
26-50Planning clients
0Private funds
50States
99Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — MOMENTUM INDEPENDENT NETWORK INC. added office(s): 93 -> 124 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — MOMENTUM INDEPENDENT NETWORK INC. shrank from 139 to 98 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
September 2024 — MOMENTUM INDEPENDENT NETWORK INC.'s Item 11 disclosure-reporting entries rose by 3 (96 -> 99).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
63
April 2024 — MOMENTUM INDEPENDENT NETWORK INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — MOMENTUM INDEPENDENT NETWORK INC. crossed $1B in regulatory AUM ($824.5M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.