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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-06 |
| MA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | Quincy | MA | 02/2016 | 05/2021 |
| Cliftonlarsonallen Wealth Advisors, Llc | New Bedford | MA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-02 |
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