15110 Dallas Parkway, Suite 500, Dallas, TX, 75248
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Cody works at Vintners Golf Club, spending minimal time there, and operates under the DBA Napa Valley Financial. He also provides investment advisory services through Advisor Resource Council and works as a notary public, dedicating a few hours per week to each. Cody is also an agent for non-variable insurance.