CH
Cody T. Heffron
MONEY MANAGERS
SAN ANTONIO, TX 78248
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CRD#: 6503082
CH
Professional summary
Cody Thomas Heffron, who also goes by Cody Heffron, is a registered financial advisor currently at MONEY MANAGERS INC located in San Antonio, Texas and LPL FINANCIAL LLC located in San Antonio, Texas.
Cody is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Cody has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cody Heffron
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Cody Thomas Heffron's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 2, 2023 - Present
MONEY MANAGERS INC
Office #1: 15303 Huebner Rd. Bldg. 10, San Antonio, TX 78248RIA
CRD#: 104529
SAN ANTONIO, TX
Current
July 10, 2025 - Present
LPL FINANCIAL LLC
Office #1: 15303 Huebner Rd Bldg. 10, San Antonio, TX 78248RIA
BD
CRD#: 6413
San Antonio, TX
Past
January 30, 2023 - May 30, 2025
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
San Antonio, TX
Past
September 23, 2022 - July 10, 2025
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
San Antonio, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MM
MONEY MANAGERS INC
MONEY MANAGERS INC | MONEY MANAGERS, INC
CRD#: 104529 / SEC#: 801-134024
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)Louisiana
Registered Investment Advisory firm - (3/26/2018 Approved)Texas
Registered Investment Advisory firm - (6/14/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(7/10/2025)
RR
Florida(7/10/2025)
RR
Oklahoma(7/10/2025)
RR
South Carolina(7/10/2025)
IAR
Texas(5/2/2023)
RR
Texas(7/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/23/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MM
MONEY MANAGERS INC
MONEY MANAGERS INC | MONEY MANAGERS, INC
CRD#: 104529 / SEC#: 801-134024
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)Louisiana
Registered Investment Advisory firm - (3/26/2018 Approved)Texas
Registered Investment Advisory firm - (6/14/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15303 Huebner Rd. Bldg. 10, San Antonio, TX 78248
Mailing Address
Phone number
(210) 349-9494
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 349 |
| AUM (Assets Under Management) | $ 123,168,397 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
