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Cody Evan Heilpern Bostian

Axos Invest, Inc

San Diego, CA

CRD 8215321

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Employer firm

Axos Invest, Inc CRD 150953

$151M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Axos Invest, Inc

9205 W Russell Road Suite 400, Las Vegas, NV 89148 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-21
TX RA APPROVED 2026-08-21
  • CA RA
    APPROVED
    Since 2026-08-21
  • TX RA
    APPROVED
    Since 2026-08-21

Branch Locations

4350 La Jolla Village Drive, San Diego, CA 92122 • 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
Arrive Logistics Austin TX 01/2024 12/2025
Northern Arizona University Flagstaff AZ 01/2020 01/2024
Team Kia Of El Cajon El Cajon CA 05/2020 05/2021
Christian High School El Cajon CA 08/2015 05/2019
Unemployed El Cajon CA 05/2019 01/2020
Cetera Wealth Services, Llc El Segundo CA 02/2026 06/2026
Cetera Investment Advisers Llc Schaumburg IL 02/2026 06/2026
Axos Invest San Diego CA 07/2026 Present
  • 01/2024 → 12/2025
    Arrive Logistics
    Austin, TX
  • 01/2020 → 01/2024
    Northern Arizona University
    Flagstaff, AZ
  • 05/2020 → 05/2021
    Team Kia Of El Cajon
    El Cajon, CA
  • 08/2015 → 05/2019
    Christian High School
    El Cajon, CA
  • 05/2019 → 01/2020
    Unemployed
    El Cajon, CA
  • 02/2026 → 06/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2026 → 06/2026
    Schaumburg, IL
  • 07/2026 → Present
    Axos Invest
    San Diego , CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-29
  • S66 Uniform Combined State Law Examination
    2025-11-29
Other Names
  • Cody Bostian
  • Cody Evan Bostian

View on SEC IAPD

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