Rebecca Garza

Current Employers

Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2025-03-06
MA	RA	APPROVED	2024-11-25
AZ	RA	APPROVED	2024-05-22
IL	RA	APPROVED	2024-05-09
WV	RA	APPROVED	2024-05-09
WY	RA	APPROVED	2024-05-09
DE	RA	APPROVED	2024-05-08
AK	RA	APPROVED	2024-05-07
NH	RA	APPROVED	2024-05-07
NC	RA	APPROVED	2024-05-07
AR	RA	APPROVED	2024-05-06
GA	RA	APPROVED	2024-05-06
MI	RA	APPROVED	2024-05-06
ND	RA	APPROVED	2024-05-06
OK	RA	APPROVED	2024-05-06
WI	RA	APPROVED	2024-05-06
AL	RA	APPROVED	2024-05-03
CA	RA	APPROVED	2024-05-03
CO	RA	APPROVED	2024-05-03
HI	RA	APPROVED	2024-05-03
KY	RA	APPROVED	2024-05-03
MN	RA	APPROVED	2024-05-03
OR	RA	APPROVED	2024-05-03
RI	RA	APPROVED	2024-05-03
SD	RA	APPROVED	2024-05-03
VA	RA	APPROVED	2024-05-03
WA	RA	APPROVED	2024-05-03
CT	RA	APPROVED	2024-05-02
ID	RA	APPROVED	2024-05-02
IA	RA	APPROVED	2024-05-02
KS	RA	APPROVED	2024-05-02
ME	RA	APPROVED	2024-05-02
MD	RA	APPROVED	2024-05-02
MS	RA	APPROVED	2024-05-02
MO	RA	APPROVED	2024-05-02
MT	RA	APPROVED	2024-05-02
NE	RA	APPROVED	2024-05-02
NV	RA	APPROVED	2024-05-02
NJ	RA	APPROVED	2024-05-02
NM	RA	APPROVED	2024-05-02
NY	RA	APPROVED	2024-05-02
OH	RA	APPROVED	2024-05-02
PA	RA	APPROVED	2024-05-02
SC	RA	APPROVED	2024-05-02
TX	RA	APPROVED_RES	2024-05-02
UT	RA	APPROVED	2024-05-02
VT	RA	APPROVED	2024-05-02
FL	RA	APPROVED	2022-04-20

LA RA
APPROVED

Since 2025-03-06
MA RA
APPROVED

Since 2024-11-25
AZ RA
APPROVED

Since 2024-05-22
IL RA
APPROVED

Since 2024-05-09
WV RA
APPROVED

Since 2024-05-09
WY RA
APPROVED

Since 2024-05-09
DE RA
APPROVED

Since 2024-05-08
AK RA
APPROVED

Since 2024-05-07
NH RA
APPROVED

Since 2024-05-07
NC RA
APPROVED

Since 2024-05-07
AR RA
APPROVED

Since 2024-05-06
GA RA
APPROVED

Since 2024-05-06
MI RA
APPROVED

Since 2024-05-06
ND RA
APPROVED

Since 2024-05-06
OK RA
APPROVED

Since 2024-05-06
WI RA
APPROVED

Since 2024-05-06
AL RA
APPROVED

Since 2024-05-03
CA RA
APPROVED

Since 2024-05-03
CO RA
APPROVED

Since 2024-05-03
HI RA
APPROVED

Since 2024-05-03
KY RA
APPROVED

Since 2024-05-03
MN RA
APPROVED

Since 2024-05-03
OR RA
APPROVED

Since 2024-05-03
RI RA
APPROVED

Since 2024-05-03
SD RA
APPROVED

Since 2024-05-03
VA RA
APPROVED

Since 2024-05-03
WA RA
APPROVED

Since 2024-05-03
CT RA
APPROVED

Since 2024-05-02
ID RA
APPROVED

Since 2024-05-02
IA RA
APPROVED

Since 2024-05-02
KS RA
APPROVED

Since 2024-05-02
ME RA
APPROVED

Since 2024-05-02
MD RA
APPROVED

Since 2024-05-02
MS RA
APPROVED

Since 2024-05-02
MO RA
APPROVED

Since 2024-05-02
MT RA
APPROVED

Since 2024-05-02
NE RA
APPROVED

Since 2024-05-02
NV RA
APPROVED

Since 2024-05-02
NJ RA
APPROVED

Since 2024-05-02
NM RA
APPROVED

Since 2024-05-02
NY RA
APPROVED

Since 2024-05-02
OH RA
APPROVED

Since 2024-05-02
PA RA
APPROVED

Since 2024-05-02
SC RA
APPROVED

Since 2024-05-02
TX RA
APPROVED_RES

Since 2024-05-02
UT RA
APPROVED

Since 2024-05-02
VT RA
APPROVED

Since 2024-05-02
FL RA
APPROVED

Since 2022-04-20

Branch Locations

420 South Orange Avenue Suite 500, Orlando, FL 32801 • 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

Organization	City	State	From	To
Cliftonlarsonallen Wealth Advisors, Llc	Orlando	FL	05/2019	Present
Pinnacle Advisory Group	Miami	FL	06/2013	04/2019

05/2019 → Present

Cliftonlarsonallen Wealth Advisors, Llc

Orlando, FL
06/2013 → 04/2019

Pinnacle Advisory Group

Miami, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-04-13

S65 Uniform Investment Adviser Law Examination

2022-04-13

View on SEC IAPD

Current Employers

Cliftonlarsonallen Wealth Advisors, Llc

Disclosures

Employment History

Exams

Other Firms

Other Investors

Other Offices

Reviews