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Bonnie Rachael Licalsi

HILLTOP SECURITIES INDEPENDENT NETWORK INC.·DALLAS, Texas
SIE, Series 27, Series 99TOClean recordHILLTOP SECURITIES INDEPENDENT NETWORK INC.
1201 ELM STREET, DALLAS, TX 75270CRD# 2203919Firm CRD# 17587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bonnie Rachael Licalsi · DALLAS, TX
Registration
CRD #2203919 · HILLTOP SECURITIES INDEPENDENT NETWORK INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MOMENTUM INDEPENDENT NETWORK INC.
CRD 17587 · SEC 801-60812
AUM
$1.1B
Regulatory assets under management
Employees
139
3,528 client accounts
Services offered by MOMENTUM INDEPENDENT NETWORK INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MOMENTUM INDEPENDENT NETWORK INC. →
Introduction

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Frequently Asked Questions

What services does Bonnie Rachael Licalsi offer?
Bonnie Rachael Licalsi specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Bonnie Rachael Licalsi's credentials?
Bonnie Rachael Licalsi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bonnie Rachael Licalsi located?
Bonnie Rachael Licalsi is based in DALLAS, Texas, working with HILLTOP SECURITIES INDEPENDENT NETWORK INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Bonnie Rachael Licalsi charge for services?
Bonnie Rachael Licalsi's firm is compensated through percentage of aum, hourly charges, subscription fees, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HILLTOP SECURITIES INDEPENDENT NETWORK INC.?
HILLTOP SECURITIES INDEPENDENT NETWORK INC. has approximately 139 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HILLTOP SECURITIES INDEPENDENT NETWORK INC.

William Woolfolk Nelson
DALLAS, TX
James Harrell Ross
DALLAS, TX
Scott Edward Mccaffrey
DALLAS, TX
Holly Platt Peritz
DALLAS, TX
Robert Wayne Peterson
DALLAS, TX
William Barry Temple
DALLAS, TX
CFP

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