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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-13 |
Branch Locations
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Choreo Formerly Rsm Us Wealth Management Llc | Minneapolis | MN | 10/2013 | 02/2024 |
| Nepsis, Inc. | Savage | MN | 02/2024 | 04/2026 |
| Cliftonlarsonallen Wealth Advisors, Llc | Minneapolis | MN | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-24 |
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