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EK

Edward G. Kodman

XNERGY FINANCIAL
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 8163156
EK

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 2 firms and has passed the SIE exam.

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

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
SIE
Date: 8/21/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
FINRA

Current Firm

PS
PELOTON SECURITIES LLC
PELOTON SECURITIES LLC

CRD#: 304178 / SEC#: , 8-70354

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

Main Address
117 Bow Street Unit #1as, Portsmouth, NH 03801
Mailing Address
117 Bow Street Unit #1as, Portsmouth, NH 03801
Phone number
(603) 379-6066
Established
New Hampshire since 05/16/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
GIRALD, JOHN MICHAELELECTED MANAGER, EXECUTIVE REP4283840
MARSHALL, HARPER RUGGLESELECTED MANAGER, CCO AND AMLCO7026634
WYAND, DANIEL JOHNELECTED MANAGER, CE SUPERVISOR
BRANT, DAVID ROBERTFINOP, POO AND PFO2718478

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

PELOTON SECURITIES LLC

CRD#: 304178Los Angeles, CA 90067

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