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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 | 2024-09-18 |
| MI | RA | APPROVED | 2024-09-10 |
| CO | RA | APPROVED | 2024-09-09 |
| NM | RA | APPROVED | 2024-09-09 |
| CA | RA | APPROVED | 2024-09-06 |
| WA | RA | APPROVED | 2024-09-06 |
| WI | RA | APPROVED | 2022-12-07 |
Branch Locations
10401 West Innovation Drive Suite 300, Wauwatosa, WI 53226 • United States
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 |
|---|---|---|---|---|
| Russell Investments | Milwaukee | WI | 04/2016 | 07/2022 |
| Transamerica Investors Securities Corporation | Milwaukee | WI | 07/2022 | 12/2022 |
| Transamerica Life Insurance Company | Milwaukee | WI | 07/2022 | 12/2022 |
| Cliftonlarsonallen Wealth Advisors, Llc | Wauwatosa | WI | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-30 |
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