Cody Thomas Heffron

Current Employers

Employment History

• 06/2016 → 07/2025
  Heb Grocery Company
  San Antonio, TX
• 08/2022 → 07/2025
  Next Financial Group Inc.
  Houston, TX
• 03/2023 → Present
  Money Managers, Inc.
  San Antonio, TX
• 07/2025 → Present
  Lpl Financial Llc
  San Antonio, TX

Previous Registrations

• 2023-01-30 → 2025-05-30
  Next Financial Group, Inc.
  San Antonio, TX

Other Businesses

1- 07/2025 - Cody Heffron - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 03/20/2023 - 10 hours per month/ during trading 2- 07/18/2025 - Money Managers Inc - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/20/2023 - 160 hours per month/ during trading - I provide investment advisory services through Money Managers, Inc., an independent investment advisor firm. I started this business activity in 3/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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 firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-27

Other Names

• Cody Heffron
• Cody Thomas Heffron