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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-20 |
| CA | RA | APPROVED | 2024-09-10 |
| NV | RA | APPROVED | 2024-03-06 |
| TX | RA | APPROVED | 2022-09-07 |
| NM | RA | APPROVED | 2018-04-26 |
Branch Locations
6501 Americas Parkway Ne Suite 500, Albuquerque, NM 87110 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redw Stanley Financial Advisors, Llc | Albuquerque | NM | 01/2015 | 04/2018 |
| Redw Stanley Wealth Advisors, Llc | Albuquerque | NM | 08/2015 | 12/2016 |
| Cliftonlarsonallen Wealth Advisors, Llc | Albuquerque | NM | 04/2018 | Present |
| Cliftonlarsonallen, Llp | Albuquerque | NM | 11/2024 | Present |
The applicant is a Principal of the parent firm CliftonLarsonAllen LLP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-14 |
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