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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-05-21 |
| OR | RA | APPROVED | 2024-09-07 |
| HI | RA | APPROVED | 2024-09-06 |
| CA | RA | APPROVED | 2024-09-05 |
| ID | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED_RES | 2020-09-10 |
| WA | RA | APPROVED | 2018-03-02 |
Branch Locations
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
601 West Riverside Avenue Suite 1950, Spokane, WA 99201-0622 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Spokane | WA | 06/2016 | Present |
| Cliftonlarsonallen Llp | Spokane | WA | 11/2022 | Present |
The applicant is a Principal of the parent firm CliftonLarsonAllen LLP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-02 |
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