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William James Barsi

Koda Capital Management LLC

Aptos, CA

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Current Employers
Koda Capital Management Llc

Aptos, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-06
  • CA RA
    APPROVED
    Since 2026-05-06

Branch Locations

Aptos, CA • 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
T3 Trading Group, Llc New York NY 11/2024 12/2025
Merrill Lynch Palo Alto CA 06/2024 11/2024
Colorado State University Fort Collins CO 01/2023 12/2024
Bonnie Plants Inc. Watsonville CA 12/2021 09/2022
Nugget Holdings Aptos CA 12/2022 02/2026
San Diego State University San Diego CA 08/2017 12/2020
San Ramon Valley Highschool San Ramon CA 10/2014 06/2017
Koda Capital Management Llc Aptos CA 02/2026 Present
Student Aptos CA 01/2021 06/2021
Unemployed Aptos CA 07/2021 11/2021
  • 11/2024 → 12/2025
    T3 Trading Group, Llc
    New York, NY
  • 06/2024 → 11/2024
    Merrill Lynch
    Palo Alto, CA
  • 01/2023 → 12/2024
    Colorado State University
    Fort Collins, CO
  • 12/2021 → 09/2022
    Bonnie Plants Inc.
    Watsonville, CA
  • 12/2022 → 02/2026
    Nugget Holdings
    Aptos, CA
  • 08/2017 → 12/2020
    San Diego State University
    San Diego, CA
  • 10/2014 → 06/2017
    San Ramon Valley Highschool
    San Ramon, CA
  • 02/2026 → Present
    Aptos, CA
  • 01/2021 → 06/2021
    Student
    Aptos, CA
  • 07/2021 → 11/2021
    Unemployed
    Aptos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-27
  • S65 Uniform Investment Adviser Law Examination
    2026-01-27
Other Names
  • William J Barsi
  • William Barsi

View on SEC IAPD

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