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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-20 |
| CA | RA | APPROVED | 2024-07-17 |
| CO | RA | APPROVED | 2024-07-17 |
| OR | RA | APPROVED | 2024-07-17 |
| UT | RA | APPROVED | 2024-07-17 |
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
95 South State Street Suite 1150, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Salt Lake City | UT | 06/2009 | 07/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2024 |
| Cliftonlarsonallen Wealth Advisors, Llc | Salt Lake City | UT | 07/2024 | Present |
2.* 454189 - Scouts BSA fka Boy Scouts of America; Investment related -No; Irving, Texas; Children/Youth, Civic/Community, Education, Health and Welfare, Individual Rights and Liberties, Social & Recreational; Finance Committee, Other Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 15; Accounting/Bookkeeping, Administrative, Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
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