JEFFREY SCOTT MCCULLOCH is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with CASCADE FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CASCADE FINANCIAL PARTNERS, LLC | 2024-04-30 | present | Yes |
| CREATIVE PLANNING, LLC | 2016-06-02 | 2023-08-28 | — |
| GUPTA WEALTH MANAGEMENT, LLC | 2013-10-04 | 2017-08-29 | — |
| UBS FINANCIAL SERVICES INC. | 2008-08-27 | 2013-10-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2001-03-09 | 2008-09-03 | — |