# JEFFREY SCOTT MCCULLOCH

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CASCADE FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/326620) | 2024-04-30 | present | Yes |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2016-06-02 | 2023-08-28 | — |
| [GUPTA WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/161721) | 2013-10-04 | 2017-08-29 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2008-08-27 | 2013-10-15 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2001-03-09 | 2008-09-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4232179)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4232179.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.