Cody G. Acree
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
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Cody Grant Acree's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 1, 2026 - Present
STONEX FINANCIAL INC.
Office #1: 329 Park Avenue North Suite 350, Winter Park, FL 32789April 26, 2021 - September 1, 2026
THE BENCHMARK COMPANY, LLC
June 5, 2018 - April 26, 2021
LOOP CAPITAL MARKETS LLC
October 1, 2015 - June 14, 2018
DREXEL HAMILTON, LLC
January 2, 2014 - October 29, 2015
ASCENDIANT CAPITAL MARKETS, LLC
November 2, 2009 - January 3, 2014
WFG INVESTMENTS, INC.
December 1, 2005 - August 13, 2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED
October 7, 2002 - December 6, 2005
LEGG MASON WOOD WALKER, INCORPORATED
September 30, 2002 - December 1, 2005
LEGG MASON WOOD WALKER, INCORPORATED
September 24, 1999 - July 29, 2002
FROST SECURITIES, INC.
July 25, 1997 - July 30, 1999
HILLTOP SECURITIES INC.
March 26, 1996 - April 29, 1997
AMERIPRISE ADVISOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/1/2026)
Exams
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FINRA
Nasdaq Stock Market
Current Firm
STONEX FINANCIAL INC.
CRD#: 45993 / SEC#: , 8-51269
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STONEX GROUP INC. | OWNER | |
| DAVISON, STUART ANDREW | DIRECTOR; CHIEF OPERATING OFFICER | 7824576 |
| DICIOLLO, ANTHONY JOSEPH | DIRECTOR, CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD | 4976402 |
| DUNAWAY, WILLIAM JOHN | DIRECTOR, CHIEF FINANCIAL OFFICER | 6505923 |
| LYON, CHARLES MARTIN | DIRECTOR, PRESIDENT | 4000852 |
| MAURER, MARK L | DIRECTOR, CHIEF RISK OFFICER | 4234406 |
| PORZIO, JOSEPH JOHN | FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 1319702 |
| SHEA, KEVIN | SECRETARY | 8263627 |
| SMITH, PHILIP ANDREW | DIRECTOR | 4999097 |
| SZEKELY, GIGI KLARA | CHIEF COMPLIANCE OFFICER - BD DIVISION | 2530826 |
Disclosures
| Regulatory Event | 76 |
Red Flags
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