CODY DANIEL KOLETIC is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with SEQUOIA FINANCIAL ADVISORS, L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS, L.L.C. | 2022-08-17 | present | Yes |
| FACET WEALTH, INC | 2020-10-05 | 2022-08-08 | — |
| ATLANTIC WEALTH PARTNERS, LLC | 2019-06-14 | 2020-08-11 | — |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 2017-07-27 | 2019-05-30 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2015-05-28 | 2017-08-03 | — |