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Joseph Edward Limond

Clerestory Advisors, Inc

Bloomington, MN

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Current Employers
Clerestory Advisors, Inc

3001 Metro Drive Suite 220, Bloomington, MN 55425 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-01-14
  • MN RA
    APPROVED
    Since 2022-01-14

Branch Locations

3001 Metro Drive Suite 220, Bloomington, MN 55425 • 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
The Family Firm Bethesda MD 04/2014 07/2017
The Family Firm Bethesda MD 11/2016 07/2017
Clerestory Advisors, Inc. Bloomington MN 01/2022 Present
Extended Travel Minnetonka MN 07/2017 11/2020
Mitchell Clark & Company Brenham TX 12/2020 05/2021
Unemployed Deephaven MN 05/2021 12/2021
  • 04/2014 → 07/2017
    The Family Firm
    Bethesda, MD
  • 11/2016 → 07/2017
    The Family Firm
    Bethesda, MD
  • 01/2022 → Present
    Clerestory Advisors, Inc.
    Bloomington, MN
  • 07/2017 → 11/2020
    Extended Travel
    Minnetonka, MN
  • 12/2020 → 05/2021
    Mitchell Clark & Company
    Brenham, TX
  • 05/2021 → 12/2021
    Unemployed
    Deephaven, MN
Previous Registrations
Designations

View on SEC IAPD

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Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

More in Bloomington, MN

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