Unclaimed Profile

William Woolfolk Nelson

MOMENTUM INDEPENDENT NETWORK INC.·DALLAS, Texas

SIE, Series 6, Series 7, Series 24, Series 63, Series 66, Series 99TOClean record20 years registeredMOMENTUM INDEPENDENT NETWORK INC.

717 N. HARWOOD STREET, DALLAS, TX 75201CRD# 4565607Firm CRD# 17587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Woolfolk Nelson · DALLAS, TX

Registration

CRD #4565607 · MOMENTUM INDEPENDENT NETWORK INC. · 20 years registered

Brand Profile

Not yet started

Career History

PARK AVENUE SECURITIES LLC

Nov 2025 – present

MOMENTUM INDEPENDENT NETWORK INC.

Aug 2013 – May 2025

DALLAS, TX

HILLTOP SECURITIES INC.

Jun 2006 – May 2025

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · June 30, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

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

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 William Woolfolk Nelson offer?

William Woolfolk Nelson specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are William Woolfolk Nelson's credentials?

William Woolfolk Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Woolfolk Nelson located?

William Woolfolk Nelson is based in DALLAS, Texas, working with MOMENTUM INDEPENDENT NETWORK INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does William Woolfolk Nelson charge for services?

William Woolfolk Nelson'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 MOMENTUM INDEPENDENT NETWORK INC.?

MOMENTUM 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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