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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
TX RA APPROVED 2026-07-27
CA RA APPROVED 2026-05-21
  • TX RA
    APPROVED
    Since 2026-07-27
  • CA RA
    APPROVED
    Since 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

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
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
  • 05/2026 → Present
    Irvine, CA
  • 08/2016 → 10/2017
    St Louis, MO
  • 10/2017 → 03/2020
    Richmond, VA
  • 03/2020 → 03/2021
    Zermatt Securities, Inc.
    Charlotte, NC
  • 03/2020 → 01/2021
    Hayden Royal, Llc
    Charolotte, NC
  • 03/2021 → 03/2022
    United Income, Inc.
    Mclean, VA
  • 03/2022 → 11/2022
    Sageview Advisory Group
    Newport Beach, CA
  • 03/2022 → 11/2022
    Sageview Advisory Llc
    Newport Beach, CA
  • 06/2022 → 11/2022
    Cetera Advisor Networks
    El Segundo, CA
  • 11/2022 → 09/2023
    Wells Fargo Clearing Services
    Richmond, VA
  • 12/2023 → 05/2026
    Invesco
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-15
  • S66 Uniform Combined State Law Examination
    2016-10-15
Other Names
  • Ryan Anthony Maglio
  • Ryan Maglio

View on SEC IAPD

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