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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-06 |
| FL | RA | APPROVED | 2026-02-18 |
| PA | RA | APPROVED | 2026-01-15 |
| NV | RA | APPROVED | 2024-12-02 |
| NC | RA | APPROVED | 2024-07-31 |
| WA | RA | APPROVED | 2024-07-24 |
| CA | RA | APPROVED | 2024-03-06 |
| TX | RA | APPROVED | 2023-01-27 |
| AZ | RA | APPROVED | 2021-06-03 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
80 East Rio Salado Parkway Suite 201, Tempe, AZ 85281 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2020 | 11/2020 |
| Independent Contractor - Pga Tour | Gig Harbor | WA | 08/2016 | 09/2018 |
| Independent Contractor - Pga Tour | Scottsdale | AZ | 08/2016 | 09/2018 |
| The Country Club At Dc Ranch | Scottsdale | AZ | 02/2018 | 03/2020 |
| Cliftonlarsonallen Wealth Advisors | Phoenix | AZ | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-11 |
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