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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
CA RA APPROVED 2026-05-05
FL RA APPROVED 2026-03-19
VA RA APPROVED 2026-02-05
MD RA APPROVED 2026-02-04
CT RA APPROVED 2025-02-04
NJ RA APPROVED 2025-02-04
PA RA APPROVED 2025-02-04
LA RA APPROVED 2025-01-17
NE RA APPROVED 2024-11-26
NY RA APPROVED 2024-11-26
RI RA APPROVED 2024-09-11
NH RA APPROVED 2023-02-08
TX RA APPROVED_RES 2022-09-08
MA RA APPROVED 2020-10-06
  • CA RA
    APPROVED
    Since 2026-05-05
  • FL RA
    APPROVED
    Since 2026-03-19
  • VA RA
    APPROVED
    Since 2026-02-05
  • MD RA
    APPROVED
    Since 2026-02-04
  • CT RA
    APPROVED
    Since 2025-02-04
  • NJ RA
    APPROVED
    Since 2025-02-04
  • PA RA
    APPROVED
    Since 2025-02-04
  • LA RA
    APPROVED
    Since 2025-01-17
  • NE RA
    APPROVED
    Since 2024-11-26
  • NY RA
    APPROVED
    Since 2024-11-26
  • RI RA
    APPROVED
    Since 2024-09-11
  • NH RA
    APPROVED
    Since 2023-02-08
  • TX RA
    APPROVED_RES
    Since 2022-09-08
  • MA RA
    APPROVED
    Since 2020-10-06

Branch Locations

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

700 Pleasant Street, 4Th Floor, New Bedford, MA 02740 • 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
University Of Massachusetts - Dartmouth North Dartmouth MA 01/2016 05/2019
Winberg's True Value Lakeville MA 06/2012 07/2019
Cliftonlarsonallen Wealth Advisors, Llc New Bedford MA 07/2019 Present
  • 01/2016 → 05/2019
    University Of Massachusetts - Dartmouth
    North Dartmouth, MA
  • 06/2012 → 07/2019
    Winberg's True Value
    Lakeville, MA
  • 07/2019 → Present
    New Bedford, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-27
  • S65 Uniform Investment Adviser Law Examination
    2020-08-27
Other Names
  • Mikaela Cavallaro
  • Mikaela Jane Cavallaro

View on SEC IAPD

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