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Cody J. Peck

MAHOGANY FINANCIAL STRATEGIES LLC
MARANA, AZ
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CRD#: 7395025
CP

Professional summary


Cody John Peck, who also goes by Cody Peck, is a registered financial advisor currently at MAHOGANY FINANCIAL STRATEGIES LLC located in Marana, Arizona.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Cody has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Cody Peck

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.
(1) NAME: SANDS CLUB INV REL: Y ADD: TUCSON, AZ NATURE: BOARD MEMBER FOR A PRIVATE BUSINESS CLUB POSITION: BOARD MEMBER START DATE: 07/01/2023 NO HRS/MO: 3 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: A QUARTERLY MEETING, ATTEND CLUB EVENTS WHEN AVAILABLE, TALK WITH MEMBERS AND NON-MEMBERS ABOUT THE CLUB, HELP POINT THE CLUB IN THE DIRECTION MEMBERS WANT AND EVENTS THEY WANT. (2) NAME: REACH FOR THE STARS INV REL: Y ADD: TUCSON, AZ NATURE: NON-PROFIT HELPING YOUTH MENTAL HEALTH AND TEACHING STEM POSITION: BOARD TREASURER START DATE: 08/01/2023 NO HRS/MO: 8 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: HELP POINT THE NON-PROFIT IN AREAS FOR ITS MISSION, REVIEW THE FINANCIALS OF THE COMPANY, VOLUNTEER. (3) NAME: NETWORK OUTDOORS, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: NETWORK AND PRIVATE CLUBS FOR OUTDOORSMEN POSITION: PARTNER/OWNER START DATE: 07/17/2023 NO/HRS MO: 20 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: MARKET, GROW COMPANY, ESTABLISH PARTNERSHIPS, OVERSEE THE WEST COAST OPERATIONS. (4) NAME: Mahogany Insurance Strategies, LLC, INV REL: Y, ADD: TUCSON, ARIZONA NATURE: INSURANCE SALES, POSITION: OWNER/AGENT, START DATE: 02/2025, NO. HR/MO: 40, NO. HR/MO DURING SEC TRADING: 30, DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Cody John Peck's 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

May 2, 2025 - Present

MAHOGANY FINANCIAL STRATEGIES LLC

RIA
CRD#: 335547
MARANA, AZ
Past

October 20, 2023 - January 27, 2025

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Marana, AZ
Past

October 18, 2023 - January 27, 2025

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

January 26, 2023 - October 26, 2023

ILIAD WEALTH SOLUTIONS

RIA
CRD#: 315826
PHOENIX, AZ
Past

October 16, 2021 - September 29, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Tucson, AZ

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(5/2/2025)
IAR
Texas
(7/29/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/4/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/23/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/15/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


MF
MAHOGANY FINANCIAL STRATEGIES LLC
MAHOGANY FINANCIAL STRATEGIES LLC

CRD#: 335547 / SEC#:

Arizona
Registered Investment Advisory firm - (5/2/2025 Approved)
Texas
Registered Investment Advisory firm - (7/29/2025 Approved)
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Contact information


Main Address
Marana, AZ
Mailing Address
Phone number
(520) 262-9968
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


MAHOGANY FINANCIAL STRATEGIES LLC

CRD#: 335547Marana, AZ

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