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Adam Jonathan Bourk

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

Naples, FL

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Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-05-04
IL RA APPROVED 2024-07-24
NY RA APPROVED 2024-05-28
TX RA APPROVED 2019-03-05
FL RA APPROVED 2017-03-20
  • SC RA
    APPROVED
    Since 2026-05-04
  • IL RA
    APPROVED
    Since 2024-07-24
  • NY RA
    APPROVED
    Since 2024-05-28
  • TX RA
    APPROVED
    Since 2019-03-05
  • FL RA
    APPROVED
    Since 2017-03-20

Branch Locations

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

4501 Tamiami Trail North Suite 200, Naples, FL 34103 • 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
Beaumont Financial Partners, Llc Naples FL 06/2009 12/2016
Cliftonlarsonallen Wealth Advisors, Llc Naples FL 01/2017 Present
Cliftonlarsonallen Llp Naples FL 11/2022 Present
Previous Registrations
  • 2009-06-19 → 2016-12-27
    Beaumont Financial Partners Llc
    Needham, MA
    Naples, FL
    Fort Myers, FL
    Estero, FL
  • 2002-09-24 → 2009-02-13
    Strategic Advisers Llc
    North Naples, FL
Other Businesses

The applicant is a Principal of the parent firm CliftonLarsonAllen LLP.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-17
S63 Uniform Securities Agent State Law Examination 2000-12-04
  • S66 Uniform Combined State Law Examination
    2002-09-17
  • S63 Uniform Securities Agent State Law Examination
    2000-12-04
Designations

View on SEC IAPD

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