DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert David Zoda
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Feb 11, 2025
In the industry
39 y
since Aug 13, 1987 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Compass Financial Management LLC independent RIA currentsince Feb 11, 2025 · Montgomery, Tx
- Zoda Financial, LLC unclassifiedJun 17, 2013 to Dec 12, 2025 · Montgomery, Tx
- Momentum Independent Network Inc. BD affiliatedSep 4, 2009 to Jun 14, 2013 · Conroe, Tx
- Cetera Investment Services LLC formerMay 11, 2005 to Mar 20, 2008 · Huntsville, Tx
- Voya Financial Advisors, Inc. BD affiliatedJul 29, 2002 to Apr 13, 2005 · Huntsville, Tx
Moves
a registration end followed by a registration begin elsewhere
- Zoda Financial, LLC to Compass Financial Management LLCleft Dec 12, 2025, registered Feb 11, 2025 (-304 days) · Other
- Momentum Independent Network Inc. to Zoda Financial, LLCleft Jun 14, 2013, registered Jun 17, 2013 (3 days) · Other
- Cetera Investment Services LLC to Momentum Independent Network Inc.left Mar 20, 2008, registered Sep 4, 2009 (533 days) · Other
- Voya Financial Advisors, Inc. to Cetera Investment Services LLCleft Apr 13, 2005, registered May 11, 2005 (28 days) · Other
Signals
- Robert David Zoda left Zoda Financial, Llc for Compass Financial Management Llc (registered 2025-02-11)Dec 12, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address