Brian Timothy Marlar, CFP | Financial Professional | Big Spring, Texas | MOMENTUM INDEPENDENT NETWORK INC.

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Contact Information

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Disclosures on record.

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.

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Credentials

CFP®

Certified Financial PlannerSince 2006

Years of Experience

24 years registered in the securities industry

Current & Past Employments

Current

MOMENTUM INDEPENDENT NETWORK INC.Current·CRD# 17587

RIA

BD

1706 Scurry Street, Big Spring, TX 79720

June 27, 2008 - Present

MOMENTUM INDEPENDENT NETWORK INC.Current·CRD# 17587

RIA

BD

1706 Scurry Street, Big Spring, TX 79720

June 27, 2008 - Present

Past

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616

RIA

Midland, TX

January 1, 2008 - July 3, 2008

WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616

BD

Midland, TX

January 1, 2008 - July 3, 2008

A. G. EDWARDS & SONS, INC.Past·CRD# 4

BD

Midland, TX

May 3, 2004 - January 3, 2008

A. G. EDWARDS & SONS, INC.Past·CRD# 4

RIA

Midland, TX

May 3, 2004 - January 1, 2008

MORGAN STANLEY DW INC.Past·CRD# 7556

RIA

Dallas, TX

August 27, 2002 - April 20, 2004

MORGAN STANLEY DW INC.Past·CRD# 7556

BD

Purchase, NY

August 1, 2002 - April 20, 2004

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Current Firm

MI

MOMENTUM 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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

97

SEC notice filing (50 States and Territories)

Registered to provide investment advisory services in 50 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 50 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MOMENTUM WRAP BROCHURE 03/27/2026 (3/30/2026)

MOMENTUM FIRM BROCHURE 03/27/2026 (3/30/2026)

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	BOARD DIRECTOR	4326551
EDGE, JOSEPH MICHAEL	CHIEF FINANCIAL OFFICER	4326551
LEVENTHAL, LAURA	TREASURER	1175259
LEVENTHAL, LAURA	BOARD DIRECTOR	1175259
MCCAFFREY, SCOTT EDWARD	MANAGING DIRECTOR - PRESIDENT OF MOMENTUM INDEPENDENT NETWORK INC.	3076398
MEDANICH, DAVID KING	BOARD DIRECTOR	1030727
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

4,721

AUM (Assets Under Management)

$1,609,472,813

Disclosures

Regulatory Event

10

Arbitration

3

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/22/2026	Cover Page	Report
08/21/2025	Cover Page	Report
07/26/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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] Shane Kemper Foundation; Non-Investment Related, Big Spring, TX, Non-Profit, Board of Directors, Start date 01/08/2019, 2 hrs/mo non-business, 0 hrs/mo trading, Foundation raises money and grants scholarships for students who graduated in the greater Howard County area and going into medical profession. 2] Gideons International; Non-Investment Related, Big Spring, TX, Non-Profit Religious Organization, Member, Camp Treasurer, Start Date 4/8/2005, 5 hrs/mo non-business, 0 hrs/mo trading, Speak in churches to solicit donations for the production and distribution of Bibles.

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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.

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

California
(2/9/2026)

RR

Massachusetts
(10/2/2025)

IAR

Massachusetts
(10/16/2025)

RR

Nevada
(11/23/2015)

RR

New Mexico
(9/25/2019)

IAR

New Mexico
(10/29/2019)

RR

Oklahoma
(1/2/2020)

IAR

Oklahoma
(1/2/2020)

RR

Tennessee
(6/12/2026)

RR

Texas
(6/27/2008)

IAR

Texas
(6/27/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.