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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 | 2025-01-06 |
| CA | RA | APPROVED | 2025-01-03 |
| MD | RA | APPROVED | 2024-07-22 |
| IN | RA | APPROVED | 2024-03-20 |
| TX | RA | APPROVED_RES | 2023-08-21 |
| IL | RA | APPROVED | 2012-02-27 |
Branch Locations
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
2021 Spring Road Suite 200, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Oak Brook | IL | 02/2012 | Present |
| Cliftonlarsonallen Llp | Oak Brook | IL | 11/2016 | Present |
HE IS A PRINCIPAL OF THE PARENT PUBLIC ACCOUNTING AND CONSULTING FIRM, CLIFTONLARSONALLEN LLP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 2001-06-08 |
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