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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-27 |
| CA | RA | APPROVED | 2026-05-21 |
Branch Locations
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
2875 Michelle Drive Suite 300, Irvine, CA 92606 • United States
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors Llc | Irvine | CA | 05/2026 | Present |
| Edward Jones | St Louis | MO | 08/2016 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 10/2017 | 03/2020 |
| Zermatt Securities, Inc. | Charlotte | NC | 03/2020 | 03/2021 |
| Hayden Royal, Llc | Charolotte | NC | 03/2020 | 01/2021 |
| United Income, Inc. | Mclean | VA | 03/2021 | 03/2022 |
| Sageview Advisory Group | Newport Beach | CA | 03/2022 | 11/2022 |
| Sageview Advisory Llc | Newport Beach | CA | 03/2022 | 11/2022 |
| Cetera Advisor Networks | El Segundo | CA | 06/2022 | 11/2022 |
| Wells Fargo Clearing Services | Richmond | VA | 11/2022 | 09/2023 |
| Invesco | Atlanta | GA | 12/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-15 |
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