Adviser and broker representative · Axos Invest, Inc.
Cody Evan H. Bostian
CRD 8215321 · San Diego, CA
At a glance
Cody Evan H. Bostian is an investment adviser representative with Axos Invest, Inc. in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. Cody Evan is also registered as a broker representative.
Current advisory firm
- Axos Invest, Inc.Since August 2026San Diego, CA · $151M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Cody’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Axos Invest, Inc.
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- Morry G. MoralesLas Vegas
- Michael J. RichardsLos Angeles · Certified Financial Planner
- Jason SchroederOmaha
- James H. ThomasLas Vegas · Chartered Financial Analyst
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