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Account
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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-04 |
| MA | RA | APPROVED | 2024-11-25 |
| AZ | RA | APPROVED | 2024-09-20 |
| NV | RA | APPROVED | 2024-09-11 |
| NM | RA | APPROVED | 2024-09-11 |
| UT | RA | APPROVED | 2024-09-11 |
| CA | RA | APPROVED | 2024-09-10 |
| CO | RA | APPROVED | 2024-09-10 |
| ID | RA | APPROVED | 2024-09-10 |
| IA | RA | APPROVED | 2024-09-10 |
| PA | RA | APPROVED | 2024-09-10 |
| WA | RA | APPROVED | 2024-09-10 |
| NE | RA | APPROVED | 2024-01-18 |
| MN | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED | 2024-01-16 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • 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 | Minneapolis | MN | 10/2005 | Present |
| Valmark Securities, Inc. | Akron | OH | 04/2007 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-13 |
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