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Registered advisor

C••• A••• P•••••••••

C••••• I••••••••• A••••••• L••BD affiliatedLakewood Ranch, Fldual registrantIAPD 7199725

Feed of 09/14/2026

Also filed as Cody A Poepperling

At current firm

1 y

since Aug 11, 2025

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Aug 11, 2025 · Lakewood Ranch, Fl
A•••••• A••••••• S••••••• former
Aug 11, 2023 to Sep 5, 2025 · Lakewood Ranch, Fl
F••••• I••••••••• independent RIA
Jul 22, 2021 to Aug 10, 2023 · Tampa, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Feb 2, 2021 to Jun 25, 2021 · Sarasota, Fl

Moves

a registration end followed by a registration begin elsewhere

A•••••• A••••••• S••••••• to C••••• I••••••••• A••••••• L••
left Sep 5, 2025, registered Aug 11, 2025 (-25 days) · corporate re-registration, not a move
F••••• I••••••••• to A•••••• A••••••• S•••••••
left Aug 10, 2023, registered Aug 11, 2023 (1 days) · RIA to affiliated broker-dealer or bank
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F••••• I•••••••••
left Jun 25, 2021, registered Jul 22, 2021 (27 days) · Wirehouse to independent RIA

Signals

C••• A••• P••••••••• left F••••• I••••••••• for A•••••• A••••••• S••••••• (registered 2023-08-11)
Aug 10, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address