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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-17 |
| FL | RA | APPROVED | 2020-11-09 |
Branch Locations
201 North Franklin Street Suite 2600, Tampa, FL 33602 • 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
201 North Franklin Street Suite 2500, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 08/2012 | 09/2017 |
| Blackrock | New York | NY | 09/2017 | 10/2020 |
| Blackrock Investments, Llc | New York | NY | 09/2017 | 10/2020 |
| Cliftonlarsonallen Wealth Advisors, Llc | Tampa | FL | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-20 |
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