Cody Heffron has been an investment adviser representative at Money Managers since May 2023, and is not listed among the firm’s executive officers or direct owners. Cody Heffron holds a Dual degree in Finance and Entrepreneurship from Baylor University.
Money Managers, Inc. is a San Antonio, TX firm with $147M under management, 365 clients and 4 advisers across 2 offices, as of its April 2026 filing.
Cody Heffron is a Financial Advisor at Money Managers, Inc. He joined Money Managers in March 2023. Before that he worked in various roles with a large privately held retailer in its corporate office.
Cody Heffron’s longest registration is the current one, 3 years at Money Managers since 2023. Before joining Money Managers in 2023, Cody Heffron was registered through Next Financial Group, Inc.
- Money Managers, Inc.Current– present · 3 yearsSan Antonio, TX · Adviser representative · Firm CRD 104529
- Next Financial Group, Inc.– · 2 yearsSan Antonio, TX · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
Cody Heffron is registered as an investment adviser representative in Texas, since May 2023.
- TexasSince 2 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 January 2023 |
| Series 7TO | General Securities Representative Examination | 23 September 2022 |
| SIE | Securities Industry Essentials Examination | 15 April 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Cody Thomas Heffron
- CRD
- 6503082
- Firm
- Money Managers · CRD 104529
- Office
- 15303 HUEBNER RD., BLDG. 10, San Antonio, TX 78248
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- moneymanagersinctx.com
Where does Cody Heffron work?
Cody Heffron is an investment adviser representative registered through Money Managers, Inc. since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Cody Heffron a financial advisor?
Yes. Cody Heffron has a current investment-adviser registration in Texas, through Money Managers since May 2023.
How many years of experience does Cody Heffron have?
Cody Heffron has 4 years in the financial industry, since September 2022, across 2 adviser firms.
What exams has Cody Heffron passed?
Cody Heffron has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2022.
Where is Cody Heffron based?
Cody Heffron’s registered office is in San Antonio, TX.
Is Cody Heffron registered with FINRA?
Yes. Cody Heffron has a current broker registration, under CRD 6503082.
Source: FINRA BrokerCheck
How can I verify Cody Heffron’s record?
Search CRD 6503082 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Cody Heffron’s full registration record.