This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Jul 10, 2018

First registration

Oct 22, 2022

Dual registered

no

Other names

Jolene Potts|Jolene Potts|Jolene Potts|Jolene RENAE Harbin|Jolene Potts

IAPD individual key

6898235

• Occurred

  Mar 30, 2026
  Advisor changed firm

  Jolene R Potts left Onedigital for Cliftonlarsonallen Wealth Advisors, Llc (registered 2026-03-25)

  Form ADVobserved 6 days ago
• Occurred

  Jan 2, 2023
  Advisor changed firm

  Jolene R Potts left Hm Capital Management, Llc for Onedigital (registered 2022-11-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:323c0722-bdea-cc07-e61c-ee7f55712642

First observed

Oct 22, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.