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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-21 |
| NY | RA | APPROVED | 2025-10-21 |
Branch Locations
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
293 Eisenhower Parkway, 2Nd Floor, Livingston, NJ 07039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bgc Financial, L.P. | New York | NY | 07/2018 | 06/2021 |
| Tp Icap | New York | NY | 06/2021 | 05/2022 |
| Bank Of America, N.A./Merrill Lynch, Pierce, Fenner & Smith Inc | New York | NY | 05/2022 | 04/2025 |
| University Of Delaware | Newark | DE | 09/2016 | 06/2018 |
| Ymca Of Greater New York | New York | NY | 05/2015 | 05/2017 |
| J.P. Morgan Securities Llc | New York | NY | 04/2025 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 04/2025 | 10/2025 |
| Cliftonlarsonallen Wealth Advisors, Llc | Livingston | NJ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-28 |
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