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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-16 |
| NJ | RA | APPROVED | 2026-02-03 |
| CT | RA | APPROVED | 2026-02-02 |
| MA | RA | APPROVED | 2025-08-07 |
| GA | RA | APPROVED | 2024-07-24 |
| TX | RA | APPROVED | 2020-09-09 |
| FL | RA | APPROVED | 2016-03-30 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Two International Place 22Nd Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Boston | MA | 03/2016 | Present |
1 Applicant is a Principal of the parent public accounting firm, CliftonLarsonAllen LLP. 2. ORLANDO SHAKESPEARE THEATER BOARD OF DIRECTORS MEMBER POSITION: BOARD OF DIRECTOR MEMBER NATURE: DIRECTOR INVESTMENT RELATED: NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 08/04/2011 ADDRESS: ORLANDO SHAKESPEARE FESTIVAL, 812 E. ROLLINS STREET, ORLANDO FL 32804 DESCRIPTION: MISSION STATEMENT WITH SHAKESPEARE AS OUR STANDARD AND INSPIRATION 3. CENTRAL FLORIDA COMMUNITY ARTS POSITION: TREASURER NATURE: DIRECTOR INVESTMENT RELATED: NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2014 ADDRESS: 250 SW IVANHOE BLVD, ORLANDO FL 32804 DESCRIPTION: CENTRAL FLORIDA COMMUNITY ARTS IS A NON-PROFIT 501(C)(3) MUSICAL ARTS ORGANIZATION THAT BELIEVESEVERYARTIST OFEVERYAGE SHOULD HAVE A CULTURAL PLATFORM TO CONNECT,SERVE,& PERFORM! 4. GRACIA B. LIVINGSTON FOUNDATION POSITION: VICE CHAIR NATURE: DIRECTOR INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/03/2002 ADDRESS: 159 LOOKOUT PLACE, SUITE 101, MAITLAND FL 32751 DESCRIPTION: THE GRACIA B. LIVINGSTON FOUNDATION IS A 501C3 ORGANIZATION THAT ISSUES GRANTS TO OTHER 501C3 ORGANIZATIONS WHOSE MISSION IS TO BUILD THE CHARACTER OF THE CHILDREN OF CENTRAL FLORIDA. NOTE: CLA Wealth has managed the Livingston assets for full fee since 2016.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-27 |
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