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Cody Allen Weik

BHA SELECT NETWORK
BOSTON, MA
·CRD# 5797031·12 years experience

Professional Summary

Cody Allen Weik, who also goes by Cody A Weik, is a registered financial advisor currently at BHA SELECT NETWORK, LLC located in Boston, Massachusetts. Cody is registered as a RR (Registered Representative) and started their career in finance in 2014. Cody has worked at 6 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Cody A Weik

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

12 years in the financial services industry

Current & Past Employments

BHA SELECT NETWORK, LLC·CRD# 168883
BD
1 Lincoln Street 29th Floor, Boston, MA 02111
April 4, 2023 - Present
DISTRIBUTION SERVICES, LLC·CRD# 25938
BD
Portland, ME
October 21, 2019 - July 14, 2020
NORTHERN LIGHTS DISTRIBUTORS, LLC·CRD# 126159
BD
Elkhorn, NE
May 16, 2016 - May 28, 2019
HATTERAS INVESTMENT PARTNERS, LP·CRD# 170628
RIA
Raleigh, NC
April 7, 2015 - April 13, 2016
HATTERAS CAPITAL DISTRIBUTORS, LLC·CRD# 143365
BD
Raleigh, NC
April 7, 2015 - April 13, 2016
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
New York, NY
July 21, 2014 - April 8, 2015

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Current Firm

BS
BHA SELECT NETWORK, LLC

BHA SELECT NETWORK, LLC | BRIGHTON HOUSE ASSOCIATES

CRD#: 168883 / SEC#: 8-69341
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

1 Lincoln Street 29th Floor, Boston, MA 02111

Mailing Address

1 Lincoln Street 24th Floor, Boston, MA 02111

Phone Number

(508) 786-0480

Established

Massachusetts since 08/14/2008

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BRIGHTON HOUSE ASSOCIATES, LLCMEMBER—
MCDERMOTT, DANIEL CONORMANAGER, CCO, EXECUTIVE REP., AML SUPERVISOR4521850
OKEEFE, TRACIE ERINFINOP5924814

Disclosures

Regulatory Event

2

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Massachusetts
(4/5/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Mar 2015About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Jul 2014About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Cody Allen Weik's CRS (Customer Relationship Summary).

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