DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William Cody Campbell
Certified Financial Planner
Feed of 09/15/2026
Also filed as Cody Cambell
At current firm
1 y
since Feb 19, 2025
In the industry
10 y
since Nov 1, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Foguth Wealth Management, LLC. independent RIA currentsince Feb 19, 2025 · Grand Rapids, Mi
- Atlas independent RIAApr 3, 2024 to Dec 5, 2024 · Frisco, Tx
- Sharkey Howes & Javer Inc independent RIANov 8, 2019 to Mar 29, 2024 · Denver, Co
- Schwab Wealth Advisory, Inc. no RAUMJul 21, 2017 to Nov 6, 2019 · Centennial, Co
- Charles Schwab & Co., Inc. national BDJul 7, 2017 to Jul 21, 2017 · Lone Tree, Co
Moves
a registration end followed by a registration begin elsewhere
- Atlas to Foguth Wealth Management, LLC.left Dec 5, 2024, registered Feb 19, 2025 (76 days) · RIA to RIA
- Sharkey Howes & Javer Inc to Atlasleft Mar 29, 2024, registered Apr 3, 2024 (5 days) · RIA to RIA
- Schwab Wealth Advisory, Inc. to Sharkey Howes & Javer Incleft Nov 6, 2019, registered Nov 8, 2019 (2 days) · Affiliated broker-dealer or bank to independent RIA
- Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.left Jul 21, 2017, registered Jul 21, 2017 (0 days) · channel change inside one enterprise, not a move · moved with a team
Signals
- William Cody Campbell left Atlas for Foguth Wealth Management, Llc. (registered 2025-02-19)Dec 5, 2024 · Advisor changed firm · fact
- William Cody Campbell left Sharkey Howes & Javer Inc for Atlas (registered 2024-04-03)Mar 29, 2024 · 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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address