CODY WHEELER is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2026-05-15 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2024-08-23 | 2026-03-30 | — |