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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-19 |
| TX | RA | APPROVED_RES | 2024-12-17 |
Branch Locations
12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES
405 North Beaver Street Suite 4, Flagstaff, AZ 86001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Kolody Jr. Cpa | Flagstaff | AZ | 10/1986 | Present |
| Foothill Securities, Inc. | Flagstaff | AZ | 12/2003 | 12/2016 |
| The Guidance Center, Inc. | Flagstaff | AZ | 04/2013 | 09/2020 |
| Securities America, Inc. | Flagstaff | AZ | 12/2016 | 09/2020 |
| Securities America Advisors | Flagstaff | AZ | 02/2020 | 09/2020 |
| The Investment Center Inc | Flagstaff | AZ | 09/2020 | 12/2024 |
| Ic Advisory Services Inc | Flagstaff | AZ | 09/2020 | 12/2024 |
| Independent Financial Group, Llc | Flagstaff | AZ | 12/2024 | Present |
1. JOHN KOLODY JR CPA.SOLE PROPREITOR.TAX PREP/ACCOUNTING.INCOME TAX PREPARATION FOR INDIVIDUALS AND BUSINESSES.DEVOTE 21 TO 40%. ANNUAL INCOME21 TO 40%. ESTABLISHD CONNECTION OCTOBER 1986. 2. JOHN KOLODY INVESTMENTS, P.C. S CORPORATION.I USE THE BUSINESS TO CONSOLIDATE MY PROFITS FRO TIC AS WELL AS MY CPA PRACTICETO SAVE ON INCOMETAX. [AMENDMENT 7/9/21: ALSO FIXED INSURANCE BUSINESS USING ANNUITIES]. OWNER. THE PRESIDENT OF THE S-CORP AND I KEEP TRACK OF ALL EXPENSES AND INCOMETO FILE MY TAX RETURNS. DEVOTE 1 TO 20 %. ANNUAL INCOME 1TO 20%. FINANCIAL INTEREST $1000. ESTABLISHED 01/01/2020. 2. JOHN KOLODY INVESTMENTS, P.C. DBA JOHN KOLODY JR CPA POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2024 ADDRESS: 405 North Beaver Street, Suite 4, Flagstaff AZ 86001, United States DESCRIPTION: Tax preparation services both individuals and businesses tax returns.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-14 |
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