CL
Cody Lee Lummus
CRD 5565377
Firms
| Firm | Role | As of |
|---|---|---|
| Delos Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Delos Wealth Advisors, Llc
Chief Compliance Officer/Chief Executive Officer/Managing Member · Less than 5% · Mar 2024
-
Delos Wealth Advisors, Llc
Chief Executive Officer/Managing Member · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗