Robert David Zoda

Current Employers

Compass Financial Management Llc

2422 W. Sunset Drive, Tampa, FL 33629 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-11

TX RA
APPROVED

Since 2025-02-11

Branch Locations

Montgomery, TX • 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

Organization	City	State	From	To
Purshe Kaplan Sterling Investments	Albany	NY	06/2013	06/2020
Zoda Financial, Llc	Montgomerty	TX	06/2013	Present

06/2013 → 06/2020

Purshe Kaplan Sterling Investments

Albany, NY
06/2013 → Present

Zoda Financial, Llc

Montgomerty, TX

Previous Registrations

2013-06-17 → 2025-12-12

Zoda Financial, Llc

Montgomery, TX
2009-09-04 → 2013-06-14

Momentum Independent Network Inc.

Conroe, TX

Dallas, TX

Conroe, TX

Huntsville, TX
2005-05-11 → 2008-03-20

Cetera Investment Services Llc

Huntsville, TX

Huntsville, TX
2002-07-29 → 2005-04-13

Voya Financial Advisors, Inc.

Huntsville, TX

Other Businesses

BMD MAULDIN, LTD. GENERAL PARTNER OF THIS FAMILY LIMITED PARTNERSHIP. THIS PARTNERSHIP IS USED PRIMARILY FOR REAL ESTATE INVESTMENTS SUCH AS TIMERLAND, UNDEVELOPED LAND, AND RESIDENITAL PROPERTIES. MY RESPONSIBILIITES INCLUDE MAINTAINING PROPERTIES, LOOKING FOR ADDITIONAL PROPERTIES, AND DISPOSING PROPERTIES. 10 HOURS PER MONTH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-04-11
S63	Uniform Securities Agent State Law Examination	1987-08-13

S66 Uniform Combined State Law Examination

2002-04-11
S63 Uniform Securities Agent State Law Examination

1987-08-13

Designations

View on SEC IAPD