Cody Shane Cody

Momentum Independent Network INC.

27 Years of Experience

4 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Momentum Independent Network INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

135 advisors

Number of Clients

1,916 clients

Average Client Portfolio

$698K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$30K

Financial Planning:Investment management only

Location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2009

Settled

Customer Dispute

June 2008

Settled

Customer Dispute

March 2008

Settled

Customer Dispute

August 2001

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Cody owns a cattle ranch and rental property, both since 2005. He is also the Vice President of Texoma Stewardship Coalition and a board member for Henrietta Boy Scouts, dedicating minimal time to these non-profit activities.