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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-27 |
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