DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
MINNEAPOLIS, MN | Irvine, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Bd affiliated wealth | May 21, 2026 | n/a | yes | MINNEAPOLIS, MN|Irvine, CA|MINNEAPOLIS, MN | Current employment |
| INVESCO ADVISERS, INC. | Asset manager | Jan 16, 2024 | May 18, 2026 | no | Huntington Beach, CA|Ricmond, VA|Atlanta, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 7, 2022 | Sep 25, 2023 | no | ST. LOUIS, MO|RICHMOND, VA | Previous registration |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | Institutional manager | Mar 17, 2022 | Dec 1, 2022 | no | Glen Allen, VA|NEWPORT BEACH, CA | Previous registration |
| CAPITAL ONE INVESTING, INC. | Former SEC adviser | Mar 9, 2021 | Mar 15, 2022 | no | MCLEAN, VA | Previous registration |
| HAYDEN ROYAL | Former SEC adviser | Apr 8, 2020 | Jan 6, 2021 | no | Richmond, VA|CHARLOTTE, NC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 10, 2017 | Mar 23, 2020 | no | RICHMOND, VA|COLONIAL HEIGHTS, VA | Previous registration |
| EDWARD JONES | National bd RIA | Oct 18, 2016 | Oct 3, 2017 | no | Chesterfield, VA|Moseley, VA|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVESCO ADVISERS, INC. | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | May 18, 2026 | May 21, 2026 | 3 | Firm change | Other |
| WELLS FARGO ADVISORS | INVESCO ADVISERS, INC. | Sep 25, 2023 | Jan 16, 2024 | 113 | Firm change | Other |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | WELLS FARGO ADVISORS | Dec 1, 2022 | Dec 7, 2022 | 6 | Firm change | Other |
| CAPITAL ONE INVESTING, INC. | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | Mar 15, 2022 | Mar 17, 2022 | 2 | Firm change | Other |
| HAYDEN ROYAL | CAPITAL ONE INVESTING, INC. | Jan 6, 2021 | Mar 9, 2021 | 62 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | HAYDEN ROYAL | Mar 23, 2020 | Apr 8, 2020 | 16 | Firm change | Wirehouse to RIA |
| EDWARD JONES | WELLS FARGO ADVISORS | Oct 3, 2017 | Oct 10, 2017 | 7 | Firm change | Ibd to wirehouse |