Cody Drake Perez is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with TRB WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TRB WEALTH MANAGEMENT, LLC | 2026-04-17 | present | Yes |
| PNC WEALTH MANAGEMENT | 2023-05-17 | 2026-04-10 | — |