CO
Cody Owen Wheeler
CRD 7216720
Firms
| Firm | Role | As of |
|---|---|---|
| Plan Group Financial, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Plan Group Financial, Inc.
Director Of Operations · Less than 5% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗