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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-18 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
2021 Spring Road Suite 200, Oak Brook, IL 60523 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wendys | Richmond Heights | OH | 02/2015 | 09/2016 |
| Contemporary Services Co. | Cleveland | OH | 09/2015 | 12/2016 |
| Aramark Food Services | Cleveland | OH | 03/2016 | 04/2017 |
| Area Temps | Gate Mills | OH | 04/2017 | 01/2018 |
| The Ohio State University | Columbus | OH | 01/2018 | 07/2022 |
| Dibellas Subs | Columbus | OH | 02/2019 | 04/2020 |
| Social Mortgage | Cleveland | OH | 08/2021 | 07/2022 |
| Rocket Mortgage | Cleveland | OH | 07/2022 | 12/2022 |
| Ubs Financial Services Inc. | New Albany | OH | 01/2023 | 08/2026 |
| Cliftonlarsonallen Wealth Advisors Llc | Oak Brook | IL | 08/2026 | Present |
A1 Cloths LLC. Business is not Investment-related No Physcial Location: Address for filling purposes 1416 Cleveland Heights Blvd Nature of Business: This a fashion company. Main Business functions are consulting and assisting local clothing brands in finding material suppliers and assisting in marketing. Position: Owner Start Date:05/17/2015 Hours Devoted: 10 Hours a month Duties: Consulting with fashion Brands on how to market their business and seek out manufactures internationally.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
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