William Cody Warrick

Current Employers

Employment History

• 06/2015 → 06/2018
  Blackshear Realty, Llc
  Spring, TX
• 06/2018 → Present
  Lpl Financial
  The Woodlands, TX
• 08/2018 → Present
  Koinonia Financial
  The Woodlands, TX

Previous Registrations

• 2019-04-02 → 2021-01-29
  Koinonia Financial
  The Woodlands, TX

Other Businesses

1. 07/10/2018 - KOINONIA FINANCIAL - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2018 - 160 Hours Per Month/ 8 Hours During Trading 2. 07/31/2018 - KOINONIA FINANCIAL - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 08/01/2018 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative services through KOINONIA FINANCIAL, an independent investment advisor firm. I started this business activity on 7/31/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 3. 11/13/2023 - Koinonia Wealth, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 09/01/2020 - 40 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2018-08-17
• S63 Uniform Securities Agent State Law Examination
  2014-08-20

Designations

Other Names

• W. Cody Warrick
• Cody Warrick