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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
NY RA APPROVED 2024-09-06
MA RA APPROVED 2023-11-29
  • NY RA
    APPROVED
    Since 2024-09-06
  • MA RA
    APPROVED
    Since 2023-11-29

Branch Locations

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

700 Pleasant Street Suite 490, New Bedford, MA 02740-6254 • 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
Cliftonlarsonallen Llp Quincy MA 02/2016 05/2021
Cliftonlarsonallen Wealth Advisors, Llc New Bedford MA 06/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-11
S63 Uniform Securities Agent State Law Examination 1994-11-02
  • S65 Uniform Investment Adviser Law Examination
    2023-09-11
  • S63 Uniform Securities Agent State Law Examination
    1994-11-02
Other Names
  • Jennifer Leedham
  • Jennifer Jensen Leedham

View on SEC IAPD

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