# CODIE JEAN ALLEN

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ELEVATION POINT WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/137068) | 2025-09-25 | present | Yes |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2014-07-17 | 2025-10-01 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2010-10-19 | 2014-07-07 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2009-11-04 | 2010-09-27 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2009-01-26 | 2009-05-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5257139)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5257139.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.