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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
FL RA APPROVED 2026-06-01
MI RA APPROVED 2025-10-24
OH RA APPROVED 2024-11-25
  • FL RA
    APPROVED
    Since 2026-06-01
  • MI RA
    APPROVED
    Since 2025-10-24
  • OH RA
    APPROVED
    Since 2024-11-25

Branch Locations

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES

1785 Indian Wood Circle, Maumee, OH 43537 • 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
Edward Jones Columbus OH 01/2016 12/2018
Jp Morgan Securities, Llc Findlay OH 12/2018 01/2020
Jp Morgan Chase Bank, N.A. Findlay OH 12/2018 01/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Perrysburg OH 01/2020 06/2021
Bank Of America, N.A. Perrysburg OH 02/2020 06/2021
Massmutual Life Insurance Co Toledo OH 08/2021 04/2022
Mml Investors Services, Llc Toledo OH 08/2021 04/2022
Unemployed Gibsonburg OH 06/2021 08/2021
Fidelity Investments Ann Arbor MI 04/2022 11/2024
Cliftonlarsonallen Wealth Advisors, Llc Maumee OH 11/2024 Present
Previous Registrations
Other Businesses

OBA-68382|OrgNmn:niversity of Toledo COBI Alumni Association Board of |Org Addr:Toledo,Ohio,US|OBA Nature:Alumni association for the col|Invst Rel:N|Title:President of the Board of Directo|Duties:Helping with ideas to engage alumni and lead meetings of the board.|StrtDt:01-30-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-21
  • S66 Uniform Combined State Law Examination
    2016-03-21
Designations
Other Names
  • Alexander Black
  • Alexander Steven Black
  • Alexander S Black

View on SEC IAPD

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