Robert David Zoda

Employer firm

Compass Financial Management LLC CRD 156345

$894M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 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

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

Designations

• Certified Financial Planner