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Cody Collins, portrait

Cody Collins

Investment adviser representative at 34 Financial in Atlanta, GA

Investment adviser registrationUpdated

Cody Collins is an investment adviser representative at 34 Financial, LLC, an investment adviser managing $101M, and works from its Atlanta, GA office. Cody Collins has been registered through 34 Financial since 10 March 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Cody Collins has been an investment adviser representative at 34 Financial since March 2025, and is not listed among the firm’s executive officers or direct owners. Cody Collins holds a Bachelor's degree from Georgia Institute of Technology.

34 Financial, LLC is an Atlanta, GA firm with $101M under management, 90 clients and 4 advisers across 2 offices, as of its February 2026 filing.

Cody B. Collins is Partner of TRG Wealth Management. Collins focuses on wealth advisory and investment strategy, guiding ultra-high-net-worth families and individuals through financial decisions. Early in the career, Collins worked with an Atlanta-based advisory firm, and since co-founding TRG Wealth Management has taken a lead role in overseeing day-to-day operations.

  1. – present · 1 year
    Atlanta, GA · Adviser representative · Firm CRD 329383

Credentials and registrations

Investment adviser representative registrations

Cody Collins is registered as an investment adviser representative in Georgia, since March 2025.

  • GeorgiaSince 10 March 2025

Examinations

Series 6519 February 2025
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
8048215
Firm
34 Financial · CRD 329383
Office
2827 PEACHTREE RD, SUITE 620, Atlanta, GA 30305
Registration
Investment adviser registration
In the industry since
March 2025
Disciplinary history
Not yet shown here · SEC record
Firm bio
trgwm.com

Common questions

Where does Cody Collins work?

Cody Collins is an investment adviser representative registered through 34 Financial, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Cody Collins a financial advisor?

Yes. Cody Collins has a current investment-adviser registration in Georgia, through 34 Financial since March 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Cody Collins have?

Cody Collins has 1 year in the financial industry, since March 2025, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Cody Collins passed?

Cody Collins passed the Series 65 in February 2025.

Source: IAPD individual record, checked 22 October 2026

Where is Cody Collins based?

Cody Collins’ registered office is in Atlanta, GA.

Source: IAPD individual record, checked 22 October 2026

Is Cody Collins registered with FINRA?

No. Cody Collins has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Cody Collins’ record?

Search CRD 8048215 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cody Collins’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at 34 Financial

Sources

  1. IAPD individual record, CRD 8048215, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of 34 Financial, LLC, filed 12 February 2026. Executive officers and direct owners; this person is not among them.
  3. 34 Financial team page. Biography, education, credentials, awards and the portrait, reproduced for identification.