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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-13 |
| HI | RA | APPROVED | 2024-02-16 |
| AK | RA | APPROVED | 2024-02-09 |
| AZ | RA | APPROVED | 2024-02-07 |
| OR | RA | APPROVED | 2024-02-04 |
| DE | RA | APPROVED | 2024-02-01 |
| IL | RA | APPROVED | 2024-02-01 |
| NC | RA | APPROVED | 2024-02-01 |
| AR | RA | APPROVED | 2024-01-31 |
| MS | RA | APPROVED | 2024-01-31 |
| MI | RA | APPROVED | 2024-01-30 |
| MT | RA | APPROVED | 2024-01-30 |
| NV | RA | APPROVED | 2024-01-30 |
| NH | RA | APPROVED | 2024-01-30 |
| SC | RA | APPROVED | 2024-01-30 |
| VA | RA | APPROVED | 2024-01-30 |
| WV | RA | APPROVED | 2024-01-30 |
| CT | RA | APPROVED | 2024-01-29 |
| FL | RA | APPROVED | 2024-01-29 |
| GA | RA | APPROVED | 2024-01-29 |
| ID | RA | APPROVED | 2024-01-29 |
| IA | RA | APPROVED | 2024-01-29 |
| KY | RA | APPROVED | 2024-01-29 |
| LA | RA | APPROVED | 2024-01-29 |
| MO | RA | APPROVED | 2024-01-29 |
| NJ | RA | APPROVED | 2024-01-29 |
| NM | RA | APPROVED | 2024-01-29 |
| ND | RA | APPROVED | 2024-01-29 |
| OK | RA | APPROVED | 2024-01-29 |
| PA | RA | APPROVED | 2024-01-29 |
| RI | RA | APPROVED | 2024-01-29 |
| WI | RA | APPROVED | 2024-01-29 |
| WY | RA | APPROVED | 2024-01-29 |
| AL | RA | APPROVED | 2024-01-26 |
| CO | RA | APPROVED | 2024-01-26 |
| IN | RA | APPROVED | 2024-01-26 |
| KS | RA | APPROVED | 2024-01-26 |
| ME | RA | APPROVED | 2024-01-26 |
| MD | RA | APPROVED | 2024-01-26 |
| MN | RA | APPROVED | 2024-01-26 |
| NE | RA | APPROVED | 2024-01-26 |
| NY | RA | APPROVED | 2024-01-26 |
| OH | RA | APPROVED | 2024-01-26 |
| SD | RA | APPROVED | 2024-01-26 |
| UT | RA | APPROVED | 2024-01-26 |
| VT | RA | APPROVED | 2024-01-26 |
| WA | RA | APPROVED | 2024-01-26 |
| TX | RA | APPROVED_RES | 2021-08-23 |
| CA | RA | APPROVED | 2020-08-18 |
Branch Locations
420 South Orange Avenue Suite 500, Orlando, FL 32801 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
2875 Michelle Drive Suite 300, Irvine, CA 92606 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Irvine | CA | 06/2015 | Present |
| Cliftonlarsonallen Llp | Irvine | CA | 06/2015 | Present |
Principal of CliftonLarsonAllen LLP, a public accounting and consulting firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-27 |
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