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RIA / WealthAdvisor12 years in industry

Kody Carl Followwill

Advisor at CASTLEVIEW PARTNERS, LLC

Planoi, TX | DALLAS, TX

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Search this name across graphsid dfx:ria:dbd4dd52-e0eb-4b48-1c42-cb47313e746b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Jul 28, 2020 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CASTLEVIEW PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jul 28, 2020
First registration: Jul 28, 2020
Dual registered: no
Other names: Kody Followill|Kody Carl Followill|Kody Carl Followwill|Kody Followwill
IAPD individual key: 7216178

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CASTLEVIEW PARTNERS, LLC	Independent wealth	Jun 2, 2025	n/a	yes	DALLAS, TX\|Planoi, TX	Current employment
NEWEDGE ADVISORS	Bd affiliated wealth	Jul 19, 2023	May 2, 2025	no	NEW ORLEANS, LA\|Plano, TX	Previous registration
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	May 30, 2023	Jul 21, 2023	no	Grapevine, TX\|PHOENIX, AZ	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	May 20, 2022	May 16, 2023	no	Grapevine, TX	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jan 11, 2022	May 16, 2022	no	Rockwall, TX\|DENVER, CO	Previous registration
LAKE POINT WEALTH MANAGEMENT, LLC	Former SEC adviser	Jul 28, 2020	May 16, 2022	no	HEATH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWEDGE ADVISORS	CASTLEVIEW PARTNERS, LLC	May 2, 2025	Jun 2, 2025	31	Firm change	Ibd to RIA
FOUNDATIONS INVESTMENT ADVISORS LLC	NEWEDGE ADVISORS	Jul 21, 2023	Jul 19, 2023	-2	Firm change	RIA to ibd
AE WEALTH MANAGEMENT, LLC	FOUNDATIONS INVESTMENT ADVISORS LLC	May 16, 2023	May 30, 2023	14	Firm change	Ibd to RIA
MERCER GLOBAL ADVISORS INC.	AE WEALTH MANAGEMENT, LLC	May 16, 2022	May 20, 2022	4	Firm change	RIA to ibd
LAKE POINT WEALTH MANAGEMENT, LLC	MERCER GLOBAL ADVISORS INC.	May 16, 2022	Jan 11, 2022	-125	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
282580:175083:TX:2023-05-16	May 16, 2023	May 30, 2023	GRAPEVINE, TX	Firm change
170398:147363:TX:2022-05-16	May 16, 2022	Jan 11, 2022	HEATH, TX	Firm change after gap

Relationships

Registered with (6)

→ CASTLEVIEW PARTNERS, LLCRegistered adviserregistration: current employment
Jun 2, 2025 to presentfactForm ADV
→ NEWEDGE ADVISORSRegistered adviserregistration: previous registration
Jul 19, 2023 to May 2, 2025factForm ADV
→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
May 30, 2023 to Jul 21, 2023factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 20, 2022 to May 16, 2023factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Jan 11, 2022 to May 16, 2022factForm ADV
→ LAKE POINT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 28, 2020 to May 16, 2022factForm ADV

Dated events

Occurred
May 2, 2025
Advisor changed firm
Kody Carl Followwill left Newedge Advisors for Castleview Partners, Llc (registered 2025-06-02)
Form ADVobserved 6 days ago
Occurred
Jul 21, 2023
Advisor changed firm
Kody Carl Followwill left Foundations Investment Advisors Llc for Newedge Advisors (registered 2023-07-19)
Form ADVobserved 6 days ago
Occurred
May 16, 2023
Advisor changed firm
Kody Carl Followwill left Ae Wealth Management, Llc for Foundations Investment Advisors Llc (registered 2023-05-30)
Form ADVobserved 6 days ago
Occurred
May 16, 2022
Advisor changed firm
Kody Carl Followwill left Mercer Global Advisors Inc. for Ae Wealth Management, Llc (registered 2022-05-20)
Form ADVobserved 6 days ago
Occurred
May 16, 2022
Advisor changed firm
Kody Carl Followwill left Lake Point Wealth Management, Llc for Mercer Global Advisors Inc. (registered 2022-01-11)
Form ADVobserved 6 days ago