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Adam James Sinclair

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

Tampa, FL

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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
NC RA APPROVED 2026-05-06
GA RA APPROVED 2026-02-04
TX RA APPROVED_RES 2025-10-27
FL RA APPROVED 2021-10-15
  • NC RA
    APPROVED
    Since 2026-05-06
  • GA RA
    APPROVED
    Since 2026-02-04
  • TX RA
    APPROVED_RES
    Since 2025-10-27
  • FL RA
    APPROVED
    Since 2021-10-15

Branch Locations

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

201 North Franklin Street Suite 2600, Tampa, FL 33602 • 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
Charles Schwab & Co., Inc. Coral Springs FL 06/2019 04/2021
University Of Central Florida Orlando FL 04/2017 01/2019
Brinker International Payroll Co. Orlando FL 09/2016 04/2017
Student Orlando FL 08/2015 09/2016
Student Orlando FL 01/2019 05/2019
Cliftonlarsonallen Wealth Advisors, Llc Tampa FL 04/2021 Present
  • 06/2019 → 04/2021
    Charles Schwab & Co., Inc.
    Coral Springs, FL
  • 04/2017 → 01/2019
    University Of Central Florida
    Orlando, FL
  • 09/2016 → 04/2017
    Brinker International Payroll Co.
    Orlando, FL
  • 08/2015 → 09/2016
    Student
    Orlando, FL
  • 01/2019 → 05/2019
    Student
    Orlando, FL
  • 04/2021 → Present
    Cliftonlarsonallen Wealth Advisors, Llc
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-14
S63 Uniform Securities Agent State Law Examination 2020-01-17
  • S65 Uniform Investment Adviser Law Examination
    2021-10-14
  • S63 Uniform Securities Agent State Law Examination
    2020-01-17
Other Names
  • Adam James Sinclair
  • Adam Sinclair

View on SEC IAPD

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