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Kody Shane Sherlund

Brooklyn Fi, LLC

Bloomington, MN

Brooklyn, NY

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Current Employers
Brooklyn Fi, Llc

33 Nassau Ave, Brooklyn, NY 11222 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-04-20
NY RA APPROVED 2023-04-20
  • MN RA
    APPROVED
    Since 2023-04-20
  • NY RA
    APPROVED
    Since 2023-04-20

Branch Locations

Bloomington, MN • United States

33 Nassau Ave, Brooklyn, NY 11222 • 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
Heritage Wealth Architects, Llc St. Paul MN 06/2017 03/2023
Mclean Pool And Spa Mclean VA 06/2016 05/2017
Brooklyn Fi, Llc Brooklyn NY 03/2023 Present
  • 06/2017 → 03/2023
    Heritage Wealth Architects, Llc
    St. Paul, MN
  • 06/2016 → 05/2017
    Mclean Pool And Spa
    Mclean, VA
  • 03/2023 → Present
    Brooklyn Fi, Llc
    Brooklyn, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-21
  • S65 Uniform Investment Adviser Law Examination
    2017-09-21
Designations

View on SEC IAPD

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