Michen Sirleaf

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-06-24
NJ	RA	APPROVED	2024-06-13
TX	RA	APPROVED	2024-06-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Pnc Bank	Princeton	NJ	08/2016	03/2019
Pnc Investments	Pittsburgh	PA	08/2016	12/2018
Td Ameritrade	Philadelphia	PA	04/2019	04/2021
Cliftonlarsonallen Wealth Advisors, Llc	King Of Prussia	PA	05/2021	01/2024
Cliftonlarsonallen Wealth Advisors, Llc	Livingston	NJ	01/2024	04/2024
Charles Schwab & Co, Inc	Radnor	PA	04/2024	Present
Schwab Wealth Advisory, Inc.	Radnor	PA	04/2024	Present

2021-06-03 → 2024-04-03

Cliftonlarsonallen Wealth Advisors, Llc

King Of Prussia, PA

Minneapolis, MN

Livingston, NJ
2019-04-24 → 2021-06-02

Td Ameritrade, Inc.

Philadelphia, PA

Radnor, PA
2019-04-24 → 2021-06-02

Td Ameritrade Investment Management, Llc

Philadelphia, PA

Radnor, PA
2016-10-03 → 2018-12-06

Pnc Wealth Management Llc

Princeton, NJ
2013-04-04 → 2016-08-31

Wells Fargo Clearing Services, Llc

Short Hills, NJ

Cranford, NJ

Woodbridge, NJ

Freehold, NJ

Oakhurst, NJ
2011-06-09 → 2013-03-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Englishtown, NJ

New York, NY

Marlboro, NJ

Englishtown, NJ
2010-01-14 → 2011-05-13

Chase Investment Services Corp.

Old Bridge, NJ

Deal, NJ
2008-03-26 → 2010-01-11

Pnc Wealth Management Llc

Eatontown, NJ
2007-04-23 → 2008-03-10

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Manasquan, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-04-20

Other Firms