Best Investors
Account
Sign in
Best Investors
Account
Sign in
2658 Industrial Blvd, Abilene, TX 79605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 10/2015 | 03/2023 |
| Koda Insurance Group | Abilene | TX | 06/2015 | Present |
| Koda Wealth Management Llc | Abilene | TX | 03/2023 | Present |
| Elevate Performance And Fitness Llc | Abilene | TX | 06/2020 | Present |
-Member/Manager of Koda Insurance Group. The company focuses on insurance sales such as life insurance, property/casualty, and medicare. Koda Insurance Group is paid commissions by insurance companies for sales of their products. -Elevate Performance and Fitness LLC-25% owner; fitness gym; about 2-4 hours a week doing admin/COO type work for this entity. -Koda Ventures is a pass through for old insurance company when I used to work for another insurance firm (but now I own the current one). 50% owner of this entity. -Takoda insurance services is my main insurance company, where I am a partner and 45% owner. It's fixed insurance sales, and I spend about 20 hours a week working at this position.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-28 |
Reach out to this advisor