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Cody Daniel Zindler

Studioi, LLC

Phoenix, AZ

CRD 5050165

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Employer firm

Studioi, LLC CRD 332785

$5.03M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • ESTATE PLANNING DOCUMENT COORDINATION SERVICES

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

Current Employers
Studioi, Llc

Phoenix, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-08-29
  • AZ RA
    APPROVED
    Since 2024-08-29

Branch Locations

Phoenix, AZ • 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
Matson Money, Inc. Scottsdale AZ 07/2018 07/2024
Voya Phoenix AZ 09/2017 07/2018
Gabriel Partners Llc Phoenix AZ 12/2016 09/2017
Morgan Stanley New York NY 09/2016 11/2016
Studioi, Llc Phoenix AZ 07/2024 Present
  • 07/2018 → 07/2024
    Matson Money, Inc.
    Scottsdale, AZ
  • 09/2017 → 07/2018
    Voya
    Phoenix, AZ
  • 12/2016 → 09/2017
    Gabriel Partners Llc
    Phoenix, AZ
  • 09/2016 → 11/2016
    Morgan Stanley
    New York, NY
  • 07/2024 → Present
    Studioi, Llc
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-15
S63 Uniform Securities Agent State Law Examination 2006-06-28
  • S65 Uniform Investment Adviser Law Examination
    2024-02-15
  • S63 Uniform Securities Agent State Law Examination
    2006-06-28
Other Names
  • Cody D Zinolor
  • Cody D Zindler

View on SEC IAPD

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