Boyd Fariborz Bohlool

Momentum Independent Network INC.

39 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Momentum Independent Network INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

135 advisors

Number of Clients

1,916 clients

Average Client Portfolio

$698K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$30K

Financial Planning:Investment management only

Location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2013

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Boyd works as a Wealth Manager for Bohool Asset Management, providing investment advice as a Registered Representative and Registered Investment Advisor clearing exclusively through Hilltop Securities. This activity takes up nearly all of Boyd's time.

Employment History

Current Registrations

Momentum Independent Network INC.

December 2021 - Present · 4 yrs 2 mos

Momentum Independent Network INC.Broker

December 2021 - Present · 4 yrs 2 mos

Previous Registrations

Momentum Independent Network INC.

December 2021 - December 2021 · 0 mos

Cetera Advisor Networks LLC

May 2021 - December 2021 · 7 mos

Cetera Advisor Networks LLCBroker

September 2019 - December 2021 · 2 yrs 3 mos

Summit Financial Group INC

November 2008 - May 2021 · 12 yrs 6 mos

Summit Brokerage Services, INC.Broker

August 2008 - September 2019 · 11 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

March 2006 - August 2008 · 2 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

March 2006 - August 2008 · 2 yrs 5 mos

Advest, INC.

July 2001 - March 2006 · 4 yrs 8 mos

Advest, INC.Broker

May 2001 - March 2006 · 4 yrs 10 mos

Ferris, Baker Watts IncorporatedBroker

February 1996 - May 2001 · 5 yrs 3 mos

Advest, INC.Broker

February 1990 - February 1996 · 6 yrs

Shearson Lehman Hutton INC.Broker

April 1988 - March 1990 · 1 yr 11 mos

E. F. Hutton & Company INCBroker

January 1986 - April 1988 · 2 yrs 3 mos

State Registrations26 states

ALCACODCDEFLIAILINMAMDMEMINCNJNVNYOHPASCTNTXVAVTWAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.