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Michael Scott Goody

Sodium Advisors Inc.

Santa Clara, CA

CRD 3086357

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Employer firm

Sodium Advisors Inc. CRD 300087

$57.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Sodium Advisors Inc.

5201 Great America Parkway Suite 320, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-12
CA RA APPROVED 2019-03-04
  • NY RA
    APPROVED
    Since 2021-11-12
  • CA RA
    APPROVED
    Since 2019-03-04

Branch Locations

5201 Great America Parkway Suite 320, Santa Clara, CA 95054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sodium Advisors Inc. Palo Alto CA 12/2018 Present
Scharf Investments, Llc Scotts Valley CA 08/2014 03/2019
N/A Scotts Valley CA 03/2018 11/2018
  • 12/2018 → Present
    Sodium Advisors Inc.
    Palo Alto, CA
  • 08/2014 → 03/2019
    Scharf Investments, Llc
    Scotts Valley, CA
  • 03/2018 → 11/2018
    N/A
    Scotts Valley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-01
  • S65 Uniform Investment Adviser Law Examination
    2019-03-01

View on SEC IAPD

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