Cody James is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with BEACON POINTE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | 2026-05-06 | present | Yes |
| MAI CAPITAL MANAGEMENT, LLC | 2024-10-11 | 2026-04-10 | — |
| HALPERN FINANCIAL, INC. | 2022-03-24 | 2024-10-08 | — |