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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-12 |
| OH | RA | APPROVED | 2024-11-12 |
| PA | RA | APPROVED | 2024-11-08 |
| IN | RA | APPROVED | 2024-09-06 |
| MN | RA | APPROVED | 2024-09-06 |
| TX | RA | APPROVED_RES | 2021-08-23 |
| IL | RA | APPROVED | 2018-09-19 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
One North Franklin Street Suite 1100, Chicago, IL 60606 • United States
One North Franklin Street Suite 1100, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Chicago | IL | 11/2016 | Present |
| Unemployed | Milwaukee | WI | 07/2016 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-29 |
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