ES
Eric J. Schindler
MOMENTUM INDEPENDENT NETWORK
Eagle , ID 83616
Some features on this profile are disabled
CRD#: 1439999
ES
Professional summary
Eric James Schindler is a registered financial advisor currently at MOMENTUM INDEPENDENT NETWORK INC. located in Eagle , Idaho.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Eric has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 04/21/2016: No Business Name - Real Estate Rental - Investment Related - 3 Via Montisi Santee CA 92071 and 10018 Merry Brook Trail, Santee CA 92071 - owner of real property
(2) 04/21/2016: Schindler Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 7777 Alvarado Rd Ste 621 La Mesa CA 91942 - Start 03/01/2013 - 150 Hr/Mo; 90% Time Spent - only securities and wealth advisor business
(3) 04/21/2016: Bright Stars Holdings, LLC. - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - 1% Time Spent - Holds real estate
(4) 04/21/2016: No Bogey Golf Products - Business Owner - Investment Related - At Reported Business Location(s) - 1 Hr/Mo; 0% Time Spent - Business Owner - Selling portable golf putting cups. President/Inventor. No Office Sharing.
(5) 04/21/2016: Schindler Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 7777 Alvarado Rd Ste 621 La Mesa CA 91942 - Start 03/01/2013 - 150 Hr/Mo; 90% Time Spent - only securities and wealth advisor business
(6) 04/21/2016: Book Royalties-The F-Factor - Author - Not Investment Related - 152 Creek Hills Rd. El Cajon CA 92021 - Start 06/01/2009 - No Time Spent
(7) 04/21/2016: Bright Stars Asset Management Limited Partnership - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - I am general partner of the family partnership
(8) 04/21/2016: Consumer Financial Services, Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start 03/01/1993 - 1% Time Spent - This is a California corportation. The name is not used in business.
(9) 09/19/2016: Restored Community Church - For-Profit Board Member - Not Investment Related - No Current Location - Start 08/15/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - I am not a rep of record. 3 people serve on the board. A majority is required. The Church, restored community church is a start up in Boise ID. It currently is not active. It is not publicly traded. It is not raising capital other than 501(c) Charitable donations. I provide no investment advice.
(10) 3/3/2017: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 06/13/1987 -5 Hours Per Month/0 Hours During Securities Trading - Fixed insurance.
(11) 8/24/2017: Mission Realty Group - Investment Related - 7777 Alvarado Road Suite 621, La Mesa CA 91942 & 8885 Rio San Diego Drive Suite 370, San Diego CA 92108 - Mortgage/Real Estate Services - Started 06/06/2017 - 3 Hours Per Month During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Eric James Schindler's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Eric James Schindler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 29, 2025 - Present
MOMENTUM INDEPENDENT NETWORK INC.
Office #1: 1119 E State St. Suite 100, Eagle , ID 83616RIA
BD
CRD#: 17587
Eagle , ID
Current
September 29, 2025 - Present
MOMENTUM INDEPENDENT NETWORK INC.
Office #1: 1119 E State St. Suite 100, Eagle , ID 83616RIA
BD
CRD#: 17587
Eagle , ID
Past
April 21, 2016 - September 30, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
EAGLE, ID
Past
April 21, 2016 - September 30, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
EAGLE, ID
Past
February 28, 2012 - April 22, 2016
CETERA ADVISORS LLC
RIA
CRD#: 10299
LA MESA, CA
Past
February 28, 2012 - April 22, 2016
CETERA ADVISORS LLC
BD
CRD#: 10299
LA MESA, CA
Past
June 17, 2005 - February 28, 2012
PACIFIC WEST FINANCIAL CONSULTANTS INC
RIA
CRD#: 108728
LA MESA, CA
Past
June 17, 2005 - February 28, 2012
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
LA MESA, CA
Past
May 24, 2000 - June 17, 2005
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
LA MESA, CA
Past
May 1, 2000 - June 17, 2005
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
November 16, 1998 - May 8, 2000
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
PHOENIX, AZ
Past
March 3, 1995 - November 16, 1998
UNITED PACIFIC SECURITIES, INC.
BD
CRD#: 21986
CARLSBAD, CA
Past
December 18, 1986 - March 10, 1995
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MOMENTUM INDEPENDENT NETWORK INC.
BROKERS TRANSACTION SERVICES, INC. | SWS FINANCIAL SERVICES, INC. | SWS FINANCIAL SERVICES | SOUTHWEST INVESTMENT PROPERTIES, INC. | MOMENTUM INDEPENDENT NETWORK INC. | HILLTOP SECURITIES INDEPENDENT NETWORK INC.
CRD#: 17587 / SEC#: 801-60812, 8-35475
RIA
Registered Investment Advisory firm - SEC (1/18/2002 Approved)Alabama
Registered Investment Advisory firm - SEC (11/1/2004 Terminated)California
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)Colorado
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)District of Columbia
Registered Investment Advisory firm - SEC (12/31/2002 Terminated)Georgia
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)Kansas
Registered Investment Advisory firm - SEC (1/18/2002 Cancelled)Louisiana
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (4/23/2002 Terminated)Mississippi
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)New Mexico
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)New York
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)North Carolina
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)Ohio
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)Oklahoma
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)Oregon
Registered Investment Advisory firm - SEC (12/5/2001 Terminated)South Carolina
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)South Dakota
Registered Investment Advisory firm - SEC (4/19/2002 Terminated)Utah
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)West Virginia
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/29/2025)
IAR
California(9/29/2025)
RR
Idaho(9/29/2025)
IAR
Idaho(9/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MI
MOMENTUM INDEPENDENT NETWORK INC.
BROKERS TRANSACTION SERVICES, INC. | SWS FINANCIAL SERVICES, INC. | SWS FINANCIAL SERVICES | SOUTHWEST INVESTMENT PROPERTIES, INC. | MOMENTUM INDEPENDENT NETWORK INC. | HILLTOP SECURITIES INDEPENDENT NETWORK INC.
CRD#: 17587 / SEC#: 801-60812, 8-35475
RIA
Registered Investment Advisory firm - SEC (1/18/2002 Approved)Alabama
Registered Investment Advisory firm - SEC (11/1/2004 Terminated)California
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)Colorado
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)District of Columbia
Registered Investment Advisory firm - SEC (12/31/2002 Terminated)Georgia
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)Kansas
Registered Investment Advisory firm - SEC (1/18/2002 Cancelled)Louisiana
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (4/23/2002 Terminated)Mississippi
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)New Mexico
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)New York
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)North Carolina
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)Ohio
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)Oklahoma
Registered Investment Advisory firm - SEC (1/18/2002 Terminated)Oregon
Registered Investment Advisory firm - SEC (12/5/2001 Terminated)South Carolina
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)South Dakota
Registered Investment Advisory firm - SEC (4/19/2002 Terminated)Utah
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)West Virginia
Registered Investment Advisory firm - SEC (4/18/2002 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
717 N. Harwood Street Suite 3400, Dallas, TX 75201
Mailing Address
717 Harwood Street Suite 3400, Dallas, TX 75201
Phone number
(214) 859-1800
Established
Texas since 01/07/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
98
SEC notice filing (50 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HILLTOP SECURITIES HOLDINGS, LLC | PARENT | |
| ALEXANDER, LAURA BONNELL | BOARD DIRECTOR | 2900382 |
| COYA, SCOTT ANDREW | CHIEF COMPLIANCE OFFICER | 2511281 |
| EDGE, JOSEPH MICHAEL | CHIEF FINANCIAL OFFICER | 4326551 |
| EDGE, JOSEPH MICHAEL | BOARD DIRECTOR | 4326551 |
| LEVENTHAL, LAURA | TREASURER | 1175259 |
| LEVENTHAL, LAURA | BOARD DIRECTOR | 1175259 |
| MCCAFFREY, SCOTT EDWARD | MANAGING DIRECTOR - HEAD OF MOMENTUM INDEPENDENT NETWORK INC. | 3076398 |
| MEDANICH, DAVID KING | BOARD DIRECTOR | 1030727 |
| MUSCHALEK, JOHN RICHARD | BOARD DIRECTOR | 2226859 |
| MUSCHALEK, JOHN RICHARD | PRESIDENT | 2226859 |
| TEMPLE, WILLIAM BARRY | MUNICIPAL PRINCIPAL | 2357830 |
| WINGES, MARTIN BRADLEY | CEO | 1929509 |
| WINGES, MARTIN BRADLEY | CHAIRMAN OF THE BOARD | 1929509 |
| WITTNEBEN, BRIAN LANE | GENERAL COUNSEL/SECRETARY | 4861905 |
Regulatory assets under management
| Total Number of Accounts | 2,850 |
| AUM (Assets Under Management) | $ 1,337,377,801 |
Disclosures
| Regulatory Event | 10 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/21/2025 | ||
| 07/26/2024 | ||
| 07/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MOMENTUM INDEPENDENT NETWORK INC.
CRD#: 17587Eagle , ID 83616TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
