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Inactive

Cody R Mccallum

Ballentine Partners

Waltham, MA

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Current Employers
Ballentine Partners

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-11
NH RA APPROVED 2026-05-01
  • MA RA
    APPROVED
    Since 2026-05-11
  • NH RA
    APPROVED
    Since 2026-05-01

Branch Locations

230 Third Ave, 6Th Floor, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Putnam Retail Management Andover MA 06/2016 07/2018
Ubs Financial Services Inc. Boston MA 08/2018 06/2024
Lake Street Advisors Portsmouth NH 06/2024 02/2025
Scs Capital Management Llc Boston MA 03/2025 04/2026
Ballentine Partners, Llc Waltham MA 04/2026 Present
  • 06/2016 → 07/2018
    Putnam Retail Management
    Andover, MA
  • 08/2018 → 06/2024
    Ubs Financial Services Inc.
    Boston, MA
  • 06/2024 → 02/2025
    Lake Street Advisors
    Portsmouth, NH
  • 03/2025 → 04/2026
    Scs Capital Management Llc
    Boston, MA
  • 04/2026 → Present
    Ballentine Partners, Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-19
S63 Uniform Securities Agent State Law Examination 2016-08-19
  • S65 Uniform Investment Adviser Law Examination
    2018-04-19
  • S63 Uniform Securities Agent State Law Examination
    2016-08-19
Designations
Other Names
  • Cody R Mccallum
  • Cody Ross Mccallum

View on SEC IAPD

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BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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