Nandi Pathefinder

Employer firm

Nandi Pathefinder & Flourish Financial Group CRD 165340

$4.12M regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2003 → Present
  Self-Employed
  San Diego, CA
• 12/2008 → Present
  Mass Mutual Life Insurance Company
  La Jolla, CA

Previous Registrations

• 2012-08-03 → 2012-10-03
  Luminant Capital
  San Diego, CA
  San Diego, CA
• 2009-02-02 → 2012-06-04
  Mml Investors Services, Llc
  La Mesa, CA
  La Jolla, CA
  San Diego, CA
  La Jolla, CA
  San Diego, CA
• 2008-01-31 → 2009-01-02
  Northwestern Mutual Investment Services, Llc
  La Jolla, CA
  San Diego, CA
  San Diego, CA

Other Businesses

Nandi Pathefinder is a licensed insurance agent. From time to time, they will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products they conflict with the fiduciary duties of a registered investment adviser. Koci Consulting always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Koci Consulting in such individual's capacity as an insurance agent. Nandi Pathefinder receives referral fees or credits from the following services: Sterling H S A, BOFI Advisor, Ring Central, Fat Cow, Amazon, Xero, Airbnb, and advertisement fees from sites like YouTube and Commission Junction. Nandi Pathefinder also engages in the following and separate outside business activities which are not securities related and therefore do not pose a conflict of interest unless the client also engages with these services and/or is a member of any to the organizations. Nandi usually spends 1 hour a day, 1 day a week, and 1 week a quarter on Koci Consulting and the rest of the time is roughly dividend up into the following: -1 day a week Coaching Individuals -1 day a week Consulting Organizations -1-2 days a week doing random fun "gigs, speaking/performing, incubating businesses, or creating media content. Nandi is a/the founder of the following groups: oAlliance of Neo-Tribalism, Church of Narrativism, EverythingAcro, Financial Liberation Institute, Flourish Financial Partners, OmniAmory, TerrAmore,

Exams

• S66 Uniform Combined State Law Examination
  2007-12-06
• S63 Uniform Securities Agent State Law Examination
  2005-12-23

Designations

• Chartered Financial Consultant

Other Names

• Dean Gerald Koci
• Nandi Dean Pathefinder