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220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-27 |
| IL | RA | APPROVED | 2026-05-04 |
| WA | RA | APPROVED | 2026-05-04 |
| NE | RA | APPROVED | 2026-02-04 |
| FL | RA | APPROVED | 2025-10-27 |
| GA | RA | APPROVED | 2025-10-27 |
| CA | RA | APPROVED | 2025-10-24 |
| CT | RA | APPROVED | 2025-10-24 |
| MD | RA | APPROVED | 2025-10-24 |
| PA | RA | APPROVED | 2025-10-24 |
| WI | RA | APPROVED | 2025-10-24 |
| TX | RA | APPROVED | 2025-05-20 |
| MA | RA | APPROVED | 2024-12-05 |
Branch Locations
220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States
4 Batterymarch Park Suite 100, Quincy, MA 02169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randolph High School | Randolph | MA | 08/2015 | 06/2019 |
| Unemployed | Randolph | MA | 06/2019 | 08/2019 |
| University Of Connecticut | Storrs | CT | 08/2019 | 05/2020 |
| Target | Braintree | MA | 05/2020 | 08/2020 |
| University Of Connecticut | Storrs | CT | 08/2020 | 05/2022 |
| University Of Connecticut - Mango | Storrs | CT | 08/2022 | 12/2022 |
| University Of Connecticut - Mango | Storrs | CT | 01/2023 | 05/2023 |
| Cliftonlarsonallen, Llp | Quincy | MA | 06/2023 | 03/2024 |
| Cliftonlarsonallen Wealth Advisors, Llc | Quincy | MA | 03/2024 | Present |
| Unemployed | Randolph | MA | 05/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-04 |
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