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RIA / WealthAdvisorCertified Financial Planner11 years in industry

CODY DANIEL KOLETIC

Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.

AKRON, OH | Boca Raton, FL

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Search this name across graphsid dfx:ria:98ce06fd-cfcd-a0d7-ed0a-5bbb392f08ee

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 28, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEQUOIA FINANCIAL GROUP, L.L.C.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 2, 2015
First registration: May 28, 2015
Dual registered: no
Other names: CODY DANIEL KOLETIC|CODY KOLETIC
IAPD individual key: 6219367

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Aug 17, 2022	n/a	yes	Boca Raton, FL\|AKRON, OH	Current employment
Facet	Independent wealth	Oct 5, 2020	Aug 8, 2022	no	WEST PALM BEACH, FL\|Boca Raton, FL	Previous registration
ATLANTIC WEALTH PARTNERS, LLC	Former SEC adviser	Jun 14, 2019	Aug 11, 2020	no	NORTH PALM BEACH, FL	Previous registration
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	Independent wealth	Jul 27, 2017	May 30, 2019	no	BOCA RATON, FL	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	May 28, 2015	Aug 3, 2017	no	WEST PALM BEACH, FL\|BOCA RATON, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Facet	SEQUOIA FINANCIAL GROUP, L.L.C.	Aug 8, 2022	Aug 17, 2022	9	Firm change	RIA to RIA
ATLANTIC WEALTH PARTNERS, LLC	Facet	Aug 11, 2020	Oct 5, 2020	55	Firm change	RIA to RIA
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	ATLANTIC WEALTH PARTNERS, LLC	May 30, 2019	Jun 14, 2019	15	Firm change	RIA to RIA
VALIC FINANCIAL ADVISORS, INC.	BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	Aug 3, 2017	Jul 27, 2017	-7	Firm change	Other

Relationships

Registered with (5)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: current employment
Aug 17, 2022 to presentfactForm ADV
→ FACETRegistered adviserregistration: previous registration
Oct 5, 2020 to Aug 8, 2022factForm ADV
→ ATLANTIC WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 14, 2019 to Aug 11, 2020factForm ADV
→ BARON SILVER STEVENS FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 27, 2017 to May 30, 2019factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
May 28, 2015 to Aug 3, 2017factForm ADV

Dated events

Occurred
Aug 8, 2022
Advisor changed firm
Cody Daniel Koletic left Facet for Sequoia Financial Group, L.L.C. (registered 2022-08-17)
Form ADVobserved 4 days ago