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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-20 |
| NJ | RA | APPROVED | 2024-07-19 |
| MD | RA | APPROVED | 2024-03-05 |
| VA | RA | APPROVED | 2024-03-05 |
| PA | RA | APPROVED | 2018-05-29 |
Branch Locations
150 S Warner Road Suite 310, King Of Prussia, PA 19406 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 07/2015 | 04/2018 |
| Cliftonlarsonallen Wealth Advisors, Llc | King Of Prussia | PA | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-07 |
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