CODY R MCCALLUM is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with BALLENTINE PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BALLENTINE PARTNERS, LLC | 2026-05-01 | present | Yes |
| SCS CAPITAL MANAGEMENT LLC | 2025-03-03 | 2026-03-30 | — |
| LAKE STREET ADVISORS | 2024-06-28 | 2025-03-11 | — |
| UBS FINANCIAL SERVICES INC. | 2018-08-16 | 2024-06-07 | — |
| PUTNAM INVESTMENT MANAGEMENT, LLC | 2018-04-30 | 2018-07-16 | — |