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Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-08-08
NV RA APPROVED 2024-07-25
WA RA APPROVED 2024-07-24
TX RA APPROVED 2023-08-17
CA RA APPROVED 2022-11-01
  • AZ RA
    APPROVED
    Since 2024-08-08
  • NV RA
    APPROVED
    Since 2024-07-25
  • WA RA
    APPROVED
    Since 2024-07-24
  • TX RA
    APPROVED
    Since 2023-08-17
  • CA RA
    APPROVED
    Since 2022-11-01

Branch Locations

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

26515 Carmel Rancho Blvd. Suite 100, Carmel, CA 93923 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hayashi & Wayland Investment Services, Llc Salinas CA 11/2013 11/2022
Cliftonlarsonallen Wealth Advisors, Llc Carmel CA 11/2022 Present
Previous Registrations
  • 2013-11-25 → 2022-12-29
    Hayashi & Wayland Investment Services, Llc
    Salinas, CA
Designations

View on SEC IAPD

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