Cody Michael Bingham

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning

Experience

10 years in the industry.

1. Charles Schwab & Co., Inc.Sep 2026 to now
2. Charles Schwab BankSep 2026 to now
3. Charles Schwab Premier BankSep 2026 to now
4. Cetera Investment Advisers, LLCMay 2026 to Sep 2026
5. Cetera Financial GroupApr 2024 to Sep 2026
6. Cetera Advisors LLCMay 2023 to Sep 2026
7. Cetera Financial Specialists LLCMay 2023 to Sep 2026
8. Cetera Investment Services LLCMay 2023 to Sep 2026
9. Cetera Wealth Services, LLCMay 2023 to Sep 2026
10. Kelly ServicesMay 2023 to Apr 2024
11. Insight GlobalFeb 2023 to Jan 2024
12. Disguise, LLCAug 2021 to May 2023
13. GositeJan 2021 to Aug 2021
14. Patara Shoes, LLCJun 2020 to Sep 2026
15. LululemonSep 2019 to May 2021
16. PuestoSep 2018 to Nov 2019
17. Horizon Credit UnionJun 2018 to Aug 2018
18. Laz ParkingSep 2017 to May 2018
19. Dairy QueenJun 2017 to Aug 2017
20. Red LobsterJun 2017 to Aug 2017
21. Olive GardenSep 2016 to May 2017

Exams passed

• Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (CA).

Charles Schwab & Co., Inc.

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

7734447

Firm CRD

5393