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EK

Edward G. Kodman

XNERGY FINANCIAL
LOS ANGELES, CA 90067
CRD#: 8163156
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EK
Edward Grant KodmanXNERGY FINANCIAL

Professional summary


Edward Grant Kodman, who also goes by Edward Kodman, is a registered financial professional currently at XNERGY FINANCIAL LLC located in Los Angeles, California and PELOTON SECURITIES LLC located in Portsmouth, New Hampshire.

Edward is registered as a RR (Registered Representative) and started their career in finance in 2025. Edward has worked at 4 firms and has passed the Series 99TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edward Kodman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Edward Grant Kodman's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 16, 2025 - Present

XNERGY FINANCIAL LLC

Office #1: 1801 Century Park East 25th Floor, Los Angeles, CA, 90067
BD
CRD#: 144436
LOS ANGELES, CA
Current

April 13, 2026 - Present

PELOTON SECURITIES LLC

Office #1: 117 Bow Street Unit #1as, Portsmouth, NH 03801
BD
CRD#: 304178
PORTSMOUTH, NH
Current

May 4, 2026 - Present

AUSTIN GROWTH CAPITAL, LLC

Office #1: 1221 S Mopac Expy Suite 260, Austin, TX 78746
BD
CRD#: 317355
AUSTIN, TX
Current

June 2, 2026 - Present

ALKALI PARTNERS, LLC.

Office #1: 500 Sw 116th Ave., Suite 273, Beaverton, OR 97229
BD
CRD#: 299064
BEAVERTON, OR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 6/8/2026
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


AP
ALKALI PARTNERS, LLC.
ALKALI PARTNERS, LLC.

CRD#: 299064 / SEC#: , 8-70225

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
500 Sw 116th Ave., Suite 273, Beaverton, OR 97229
Mailing Address
500 Sw 116th Ave., Suite 273, Beaverton, OR 97229
Phone number
(415) 967-3455
Established
Oregon since 03/23/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
HUBBELL, SHANE LORINGPRESIDENT/CCO5574266
GEORGE, KENNETH RONALDFINOP/PFO/POO2643369

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALKALI PARTNERS, LLC.

CRD#: 299064Los Angeles, CA 90067

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