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RIA / WealthAdvisor17 years in industry

CODIE JEAN ALLEN

Advisor at ELEVATION POINT WEALTH PARTNERS, LLC

Tequesta, FL

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Search this name across graphsid dfx:ria:5d0ec73d-500e-35a8-66cb-cb949e5bb93e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ELEVATION POINT WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 23, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 23, 2009
First registration: Jan 26, 2009
Dual registered: no
Other names: CODIE JEAN BEEKEN
IAPD individual key: 5257139

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ELEVATION POINT WEALTH PARTNERS, LLC	Independent wealth	Sep 25, 2025	n/a	yes	Tequesta, FL	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Jul 17, 2014	Oct 1, 2025	no	BOULDER, CO\|WEST PALM BEACH, FL\|BOULDER, CO\|Lake Worth, FL	Previous registration
MORGAN STANLEY	Wirehouse	Oct 19, 2010	Jul 7, 2014	no	Denver, CO\|BOULDER, CO\|Boulder, CO	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 4, 2009	Sep 27, 2010	no	DENVER, CO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 26, 2009	May 13, 2009	no	GREELEY, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	ELEVATION POINT WEALTH PARTNERS, LLC	Oct 1, 2025	Sep 25, 2025	-6	Firm change	Wirehouse to RIA
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Jul 7, 2014	Jul 17, 2014	10	Firm change	Wirehouse to wirehouse
J.P. MORGAN SECURITIES LLC	MORGAN STANLEY	Sep 27, 2010	Oct 19, 2010	22	Firm change	Wirehouse to wirehouse
UBS FINANCIAL SERVICES INC.	J.P. MORGAN SECURITIES LLC	May 13, 2009	Nov 4, 2009	175	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8174:137068:FL:2025-10-01	Oct 1, 2025	Sep 25, 2025	LAKE WORTH, FL	Firm change

Relationships

Registered with (4)

→ ELEVATION POINT WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Sep 25, 2025 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jul 17, 2014 to Oct 1, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Oct 19, 2010 to Jul 7, 2014factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Nov 4, 2009 to Sep 27, 2010factForm ADV

Dated events

Occurred
Oct 1, 2025
Advisor changed firm
Codie Jean Allen left Ubs Financial Services Inc. for Elevation Point Wealth Partners, Llc (registered 2025-09-25)
Form ADVobserved 3 days ago