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Cody Allan Makela

Arlington Financial Advisors, LLC

Santa Barbara, CA

CRD 5845061

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Employer firm

Arlington Financial Advisors, LLC CRD 283288

$1.24B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Arlington Financial Advisors, Llc

100 E. De La Guerra St, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-04-25
  • CA RA
    APPROVED
    Since 2017-04-25

Branch Locations

100 E. De La Guerra St, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 06/2016 12/2019
Arlington Financial Advisors, Llc Santa Barbara CA 06/2016 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-01-27
  • S63 Uniform Securities Agent State Law Examination
    2011-01-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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CERITY PARTNERS LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

DARIN CARLTON MAST
Eric Scott Wasmuth
CLAYTON ROBERT GIBSON

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA

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