Cody Williams has been an investment adviser representative at Wealthspan Partners since February 2023, and is not listed among the firm’s executive officers or direct owners. Cody Williams holds a Degree in Finance from DePaul University.
Wealthspan Partners, LLC is a Davenport, IA firm with $451M under management, 526 clients and 5 advisers across 4 offices, as of its March 2026 filing.
Cody Williams is Wealth Partner + Investment Advisor Representative of Wealthspan Partners, LLC, having joined in February 2023. He began working at RBC Wealth Management in November 2016 as a Client Service Associate and became a Financial Advisor there in January 2020. He joined Wealthspan Partners as an Investment Advisor Representative.
Cody Williams’ longest registration was 6 years at RBC Capital Markets, LLC (2016–2023). Before joining Wealthspan Partners in 2023, Cody Williams was registered through RBC Capital Markets, LLC.
- Wealthspan Partners, LLCCurrent– present · 3 yearsDavenport, IA · Adviser representative · Firm CRD 297712
- RBC Capital Markets, LLC– · 6 yearsDavenport, IA · Adviser representative · Firm CRD 31194
Investment adviser representative registrations
Cody Williams is registered as an investment adviser representative in Iowa, since February 2023.
- IowaSince 17 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 November 2016 |
| Series 7 | General Securities Representative Examination | 27 May 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cody Lee Williams
- CRD
- 6421751
- Firm
- Wealthspan Partners · CRD 297712
- Office
- 5025 UTICA RIDGE RD, SUITE 101, Davenport, IA 52807
- Registration
- Investment adviser registration
- In the industry since
- June 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthspanpartners.com
Where does Cody Williams work?
Cody Williams is an investment adviser representative registered through Wealthspan Partners, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Cody Williams a financial advisor?
Yes. Cody Williams has a current investment-adviser registration in Iowa, through Wealthspan Partners since February 2023.
How many years of experience does Cody Williams have?
Cody Williams has 10 years in the financial industry, since June 2016, across 2 adviser firms.
What exams has Cody Williams passed?
Cody Williams has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2016. FINRA credited Cody Williams with the SIE, which began in October 2018.
Where is Cody Williams based?
Cody Williams’ registered office is in Davenport, IA.
Is Cody Williams registered with FINRA?
No. Cody Williams has no current broker registration.
How can I verify Cody Williams’ record?
Search CRD 6421751 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cody Williams’ full registration record.
