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Advisor at JNBA FINANCIAL ADVISORS, LLC
BLOOMINGTON, MN
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 |
|---|---|---|---|---|---|---|
| JNBA FINANCIAL ADVISORS, LLC | Independent wealth | Jun 15, 2026 | n/a | yes | BLOOMINGTON, MN | Current employment |
| NEPSIS, INC. | Independent wealth | Oct 31, 2024 | Feb 11, 2026 | no | MINNEAPOLIS, MN | Previous registration |
| Facet | Independent wealth | Sep 20, 2021 | Oct 17, 2024 | no | Golden Valley, MN|WEST PALM BEACH, FL | Previous registration |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Bd affiliated wealth | Jun 17, 2016 | Sep 10, 2021 | no | MINNEAPOLIS, MN|MINNEAPOLIS, MN|MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEPSIS, INC. | JNBA FINANCIAL ADVISORS, LLC | Feb 11, 2026 | Jun 15, 2026 | 124 | Firm change | RIA to RIA |
| Facet | NEPSIS, INC. | Oct 17, 2024 | Oct 31, 2024 | 14 | Firm change | RIA to RIA |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Facet | Sep 10, 2021 | Sep 20, 2021 | 10 | Firm change | Ibd to RIA |