Kody Followwill has been an investment adviser representative at Castleview Partners since June 2025, and is not listed among the firm’s executive officers or direct owners.
Castleview Partners, LLC is a Dallas, TX firm with $417M under management, 594 clients and 12 advisers across 6 offices, as of its May 2026 filing.
Kody Followwill’s longest registration was 1 year at Lake Point Wealth Management, LLC (2020–2022). Before joining Castleview Partners in 2025, Kody Followwill was registered through Newedge Advisors and Foundations Investment Advisors LLC.
- Castleview Partners, LLCCurrent– present · 1 yearPlanoi, TX · Adviser representative · Firm CRD 281410
- Newedge Advisors– · 1 yearPlano, TX · Adviser representative · Firm CRD 171351
- Foundations Investment Advisors LLC– · under a yearGrapevine, TX · Adviser representative · Firm CRD 175083
- Ae Wealth Management, LLC– · under a yearGrapevine, TX · Adviser representative · Firm CRD 282580
- Mercer Global Advisors Inc.– · under a yearRockwall, TX · Adviser representative · Firm CRD 147363
- Lake Point Wealth Management, LLC– · 1 yearHeath, TX · Adviser representative · Firm CRD 170398
Investment adviser representative registrations
Kody Followwill is registered as an investment adviser representative in Texas, since June 2025.
- TexasSince 2 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 July 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kody Carl Followwill
- CRD
- 7216178
- Firm
- Castleview Partners · CRD 281410
- Office
- 101 E. Park Blvd, Suite 975, Planoi, TX 75074
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Kody Followwill work?
Kody Followwill is an investment adviser representative registered through Castleview Partners, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kody Followwill a financial advisor?
Yes. Kody Followwill has a current investment-adviser registration in Texas, through Castleview Partners since June 2025.
How many years of experience does Kody Followwill have?
Kody Followwill has 6 years in the financial industry, since September 2020, across 6 adviser firms.
What exams has Kody Followwill passed?
Kody Followwill passed the Series 65 in July 2020.
Where did Kody Followwill work before Castleview Partners?
Before Castleview Partners, Kody Followwill was registered through Newedge Advisors, July 2023 to May 2025; Foundations Investment Advisors LLC, May 2023 to July 2023; Ae Wealth Management, LLC, May 2022 to May 2023; Mercer Global Advisors Inc., January 2022 to May 2022; Lake Point Wealth Management, LLC, July 2020 to May 2022.
Where is Kody Followwill based?
Kody Followwill’s registered office is in Planoi, TX.
Is Kody Followwill registered with FINRA?
No. Kody Followwill has no current broker registration.
How can I verify Kody Followwill’s record?
Search CRD 7216178 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kody Followwill’s full registration record.
