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Registered advisor
C••• M••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Cody James Molacek
At current firm
2 y
since Mar 20, 2024
In the industry
15 y
since Jun 24, 2011 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- N••••••••• M••••• I••••••••• S••••••••• no RAUM currentsince Mar 20, 2024 · Ames, Ia
- R•••• G••• W••••• C••••••••• formerJun 28, 2018 to Aug 17, 2023 · West Des Moines, Ia
- C•••••• S••••• • C••• I••• national BDNov 10, 2015 to Jun 19, 2018 · West Des Moines, Ia
- A••••• A•• P••••••• S••••••• BD affiliatedOct 17, 2014 to Oct 31, 2015 · Omaha, Ne
- S•••••••• A••••••• L•• national BDJun 15, 2012 to Oct 10, 2014 · Omaha, Ne
- S••••••• F•••••••• S•••••••• I••• formerJul 18, 2011 to May 2, 2012 · Omaha, Ne
Moves
a registration end followed by a registration begin elsewhere
- R•••• G••• W••••• C••••••••• to N••••••••• M••••• I••••••••• S•••••••••left Aug 17, 2023, registered Mar 20, 2024 (216 days) · Other
- C•••••• S••••• • C••• I••• to R•••• G••• W••••• C•••••••••left Jun 19, 2018, registered Jun 28, 2018 (9 days) · Affiliated broker-dealer or bank to independent RIA
- A••••• A•• P••••••• S••••••• to C•••••• S••••• • C••• I•••left Oct 31, 2015, registered Nov 10, 2015 (10 days) · Other
- S•••••••• A••••••• L•• to A••••• A•• P••••••• S•••••••left Oct 10, 2014, registered Oct 17, 2014 (7 days) · Other
- S••••••• F•••••••• S•••••••• I••• to S•••••••• A••••••• L••left May 2, 2012, registered Jun 15, 2012 (44 days) · Other
Signals
- C••• M•••••• left R•••• G••• W••••• C••••••••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2024-03-20)Aug 17, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- No RAUM reportedderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address