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CA

Cody G. Acree

STONEX FINANCIAL
WINTER PARK, FL 32789
Some features on this profile are disabled
CRD#: 2707939
CA
Cody Grant AcreeSTONEX FINANCIAL

Professional summary


Cody Grant Acree is a registered financial professional currently at STONEX FINANCIAL INC. located in Winter Park, Florida.

Cody is registered as a RR (Registered Representative) and started their career in finance in 1996. Cody has worked at 11 firms and has passed the Series 63, SIE, Series 87, Series 16, Series 7 and Series 24 exams.

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Cody Grant Acree's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 1, 2026 - Present

STONEX FINANCIAL INC.

Office #1: 329 Park Avenue North Suite 350, Winter Park, FL 32789
BD
CRD#: 45993
WINTER PARK, FL
Past

April 26, 2021 - September 1, 2026

THE BENCHMARK COMPANY, LLC

BD
CRD#: 22982
NEW YORK, NY
Past

June 5, 2018 - April 26, 2021

LOOP CAPITAL MARKETS LLC

BD
CRD#: 43098
CHICAGO, IL
Past

October 1, 2015 - June 14, 2018

DREXEL HAMILTON, LLC

BD
CRD#: 143570
NEW YORK, NY
Past

January 2, 2014 - October 29, 2015

ASCENDIANT CAPITAL MARKETS, LLC

BD
CRD#: 152912
Forney, TX
Past

November 2, 2009 - January 3, 2014

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

December 1, 2005 - August 13, 2009

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
DALLAS, TX
Past

October 7, 2002 - December 6, 2005

LEGG MASON WOOD WALKER, INCORPORATED

RIA
CRD#: 6555
DALLAS, TX
Past

September 30, 2002 - December 1, 2005

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

September 24, 1999 - July 29, 2002

FROST SECURITIES, INC.

BD
CRD#: 47124
DALLAS, TX
Past

July 25, 1997 - July 30, 1999

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

March 26, 1996 - April 29, 1997

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(9/1/2026)

Exams


What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 4/12/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Status Unavailable
Passed: 4/1/2005
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 16
Status Unavailable
Passed: 4/2/1997
NYSE Supervisory Analyst Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 3/25/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Status Unavailable
Passed: 5/20/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


SF
STONEX FINANCIAL INC.
INTERNATIONAL TRADER ASSOCIATION, INC. | STONEX FINANCIAL INC. | STONEX | INTLTRADER.COM, INC. | INTL TRADING, INC. | INTL FCSTONE SECURITIES INC. | INTL FCSTONE FINANCIAL INC.

CRD#: 45993 / SEC#: , 8-51269

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
329 Park Avenue North Suite 350, Winter Park, FL 32789
Mailing Address
329 Park Avenue North Suite 350, Winter Park, FL 32789
Phone number
(407) 741-5300
Established
Florida since 05/29/1998
Firm type
Corporation
Fiscal year end
September
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STONEX GROUP INC.OWNER
DAVISON, STUART ANDREWDIRECTOR; CHIEF OPERATING OFFICER7824576
DICIOLLO, ANTHONY JOSEPHDIRECTOR, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD4976402
DUNAWAY, WILLIAM JOHNDIRECTOR, CHIEF FINANCIAL OFFICER6505923
LYON, CHARLES MARTINDIRECTOR, PRESIDENT4000852
MAURER, MARK LDIRECTOR, CHIEF RISK OFFICER4234406
PORZIO, JOSEPH JOHNFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1319702
SHEA, KEVINSECRETARY8263627
SMITH, PHILIP ANDREWDIRECTOR4999097
SZEKELY, GIGI KLARACHIEF COMPLIANCE OFFICER - BD DIVISION2530826

Disclosures


Regulatory Event76

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STONEX FINANCIAL INC.

CRD#: 45993Winter Park, FL 32789

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