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Detailed Report
CODY TYLER DANIELS
CODY DANIELS
CRD#: 5834442
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 1306 E VENICE AVE
1ST FL
VENICE, FL 34285
Registration History
2010201220142016201820202022202420262 FIRMS2018 - Present (7 years)BEDWARD JONES (CRD# 250)2010 - 2018 (7 years)IAEDWARD JONES (CRD# 250)2011 - 2018 (6 years)IAEDWARD JONES (CRD# 250)2010 - 2011 (<1 year)
License(s)

State Registrations

B
Alabama 11/14/2024
B
Missouri 1/14/2020
B
Arizona 4/27/2023
B
New Hampshire 4/3/2023
B
Colorado 5/25/2022
B
New Jersey 8/7/2023
B
Connecticut 11/14/2024
B
New York 2/13/2023
B
Florida 3/12/2018
B
Ohio 3/12/2018
IA
Florida 3/13/2018
B
Pennsylvania 3/12/2018
B
Georgia 11/15/2023
B
South Carolina 2/24/2022
B
Illinois 9/4/2024
B
Tennessee 6/20/2023
B
Indiana 1/15/2019
B
Texas 4/3/2019
B
Maryland 3/9/2022
IA
Texas 4/3/2019
B
Massachusetts 1/15/2019
B
Virginia 3/8/2024
B
Michigan 6/26/2023
B
West Virginia 3/12/2018
B
Minnesota 3/9/2021
B
Wisconsin 1/15/2019

SRO Registrations

B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
1306 E VENICE AVE 1ST FL, VENICE, FL 34285
4205 TAMIAMI TRAIL S, VENICE, FL 34293
Registered with this firm since 3/12/2018
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
1306 E VENICE AVE 1ST FL, VENICE, FL 34285
4205 TAMIAMI TRAIL S, VENICE, FL 34293
Registered with this firm since 3/12/2018
Previous Registration(s)
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IA
 07/22/2011 - 03/20/2018 EDWARD JONES (CRD#:250) ENGLEWOOD, FL
B
 09/24/2010 - 03/20/2018 EDWARD JONES (CRD#:250) ENGLEWOOD, FL
IA
 10/11/2010 - 06/23/2011 EDWARD JONES (CRD#:250) ENGLEWOOD, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.