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Cody Ryan Terrion

Atlas

Wynnewood, PA

Frisco, TX

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Current Employers
Atlas

Frisco, TX • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-04-03
  • PA RA
    APPROVED
    Since 2024-04-03

Branch Locations

325 Penn Road, Wynnewood, PA 19096 • United States

Frisco, TX • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 12/2018 04/2024
The Mclean Group Mclean VA 10/2018 11/2018
Unemployed Newtown Square PA 06/2018 10/2018
Elon University Elon NC 08/2014 05/2018
Jefferies Llc Jersey City NJ 05/2017 08/2017
U.S. Bank London 11/2016 12/2016
Irazu Coffee Elon NC 12/2014 05/2017
Atfs Advisers Wynnewood PA 04/2024 Present
  • 12/2018 → 04/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Wayne, PA
  • 10/2018 → 11/2018
    The Mclean Group
    Mclean, VA
  • 06/2018 → 10/2018
    Unemployed
    Newtown Square, PA
  • 08/2014 → 05/2018
    Elon University
    Elon, NC
  • 05/2017 → 08/2017
    Jefferies Llc
    Jersey City, NJ
  • 11/2016 → 12/2016
    U.S. Bank
    London
  • 12/2014 → 05/2017
    Irazu Coffee
    Elon, NC
  • 04/2024 → Present
    Atfs Advisers
    Wynnewood, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-05
  • S66 Uniform Combined State Law Examination
    2019-04-05
Other Names
  • Cody Ryan Terrion
  • Cody Terrion

View on SEC IAPD

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CONSERVEST CAPITAL ADVISORS INC · WYNNEWOOD, PA
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MAINLINE INVESTMENT ADVISERS, LLC · WYNNEWOOD, PA
MERION REALTY ADVISERS, LLC · WYNNEWOOD, PA
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