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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-30 |
| NJ | RA | APPROVED | 2026-04-30 |
| PA | RA | APPROVED | 2026-04-30 |
| NY | RA | APPROVED | 2026-04-29 |
Branch Locations
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
293 Eisenhower Parkway, 2Nd Floor, Livingston, NJ 07039 • United States
220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | New York City | NY | 12/2015 | 03/2026 |
| Charles Schwab Bank | New York City | NY | 12/2015 | 03/2026 |
| Cliftonlarsonallen Wealth Advisors Llc | Livingston | NJ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-24 |
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