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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
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
  • NY RA
    APPROVED
    Since 2026-07-20
  • NJ RA
    APPROVED
    Since 2024-07-19
  • MD RA
    APPROVED
    Since 2024-03-05
  • VA RA
    APPROVED
    Since 2024-03-05
  • PA RA
    APPROVED
    Since 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

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
Janney Montgomery Scott Llc Philadelphia PA 07/2015 04/2018
Cliftonlarsonallen Wealth Advisors, Llc King Of Prussia PA 04/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-07
  • S66 Uniform Combined State Law Examination
    2017-03-07
Designations
Other Names
  • Timothy Bolinski
  • Timothy Henry Bolinski

View on SEC IAPD

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