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2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-08 |
| NC | RA | APPROVED | 2024-01-08 |
Branch Locations
2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
5200 Willson Rd Ste 150, Edina, MN 55424 • United States
Edina, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clifton Larson Allen Wealth Advisors, Llc | Minneapolis | MN | 06/2017 | 03/2019 |
| All Star Financial | Bloomington | MN | 06/2019 | 10/2022 |
| Clifton Larson Allen Wealth Advisors, Llc | Minneapolis | MN | 01/2014 | 03/2019 |
| Clifton Larson Allen Wealth Advisors, Llc | Minneapolis | MN | 12/2012 | 06/2017 |
| All Star Financial Llc | Minneapolis | MN | 10/2022 | 12/2023 |
| Guardian Wealth Advisors, Llc | Raleigh | NC | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-03 |
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