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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-12 |
Branch Locations
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
80 East Rio Salado Parkway Suite 201, Tempe, AZ 85281 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bank | Orange | CA | 05/2011 | 09/2022 |
| Unionbanc Investment Services | Orange | CA | 05/2011 | 09/2022 |
| Wells Fargo Clearing Services | Gilbert | AZ | 09/2022 | 05/2026 |
| Cliftonlarsonallen Wealth Advisors, Llc | Tempe | AZ | 05/2026 | Present |
| Cbg Properties | Phoenix | AZ | 11/2003 | Present |
CBG PROPERTIES LLC. I AM A PARTNER, I OWN A PIECE OF LAND IN ARIZONA. DOES NOT GENERATE REVENUE. CHRISTINE COUNTS IS THE NAME OF THE BUSINESS. I AM STARTING A MOTIVATIONAL SPEAKING BUSINESS FOR WOMEN. I WILL HAVE A BLOG TO HELP WOMEN WITH THEIR CAREERS, RAISING CHILDREN, EDUCATION, FINANCES AND STAYING ENCOURAGED AND MOTIVATED IN TODAY'S BUSY, FAST PACED WORKED ENVIRONMENT. IT WILL BE A SOLE-PROP AND I WILL BE SOLE BUSINESS OWNER. I PLAN TO WORK LESS THAN 2-3 HOURS A MONTH. I WILL NOT PROVIDE INVESTMENT ADVICE. THE ADDRESS OF THE BUSINESS IS MY PERSONAL RESIDENCE, 5990 AVENIDA ANTIGUA, YORBA LINDA, CA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-05 |
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