CODY ALLEN CARLSON is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with RWA WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| RWA WEALTH PARTNERS, LLC | 2023-03-30 | present | Yes |
| POLARIS WEALTH ADVISORY GROUP | 2022-04-13 | 2023-11-06 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-10-11 | 2022-04-04 | — |