CODIE JEAN ALLEN is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with ELEVATION POINT WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 2025-09-25 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2014-07-17 | 2025-10-01 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2010-10-19 | 2014-07-07 | — |
| J.P. MORGAN SECURITIES LLC | 2009-11-04 | 2010-09-27 | — |
| UBS FINANCIAL SERVICES INC. | 2009-01-26 | 2009-05-13 | — |