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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-09 |
Branch Locations
600 Washington Street Suite 1800, St. Louis, MO 63101 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | St. Louis | MO | 08/2016 | 04/2017 |
| Kirkwood Athletic Association | Kirkwood | MO | 04/2017 | 08/2017 |
| The Ups Store | Town And Country | MO | 05/2017 | 08/2017 |
| Unemployed | St. Louis | MO | 08/2017 | 12/2017 |
| The Ups Store | Town And Country | MO | 12/2017 | 01/2018 |
| Unemployed | St. Louis | MO | 01/2018 | 04/2018 |
| Kirkwood Athletic Association | Kirkwood | MO | 04/2018 | 08/2018 |
| The Ups Store | Town And Country | MO | 05/2018 | 05/2021 |
| Cliftonlarsonallen Llp | St. Louis | MO | 05/2021 | 08/2021 |
| Unemployed | St. Louis | MO | 08/2021 | 08/2022 |
| Cliftonlarsonallen Llp | St Louis | MO | 08/2022 | 04/2026 |
| Cliftonlarsonallen Wealth Advisors Llc | St. Louis | MO | 04/2026 | Present |
| Affton Athletic Association | Affton | MO | 08/2024 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-10 |
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