DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
MINNEAPOLIS, MN | OAK BROOK, IL
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 | Feb 27, 2012 | n/a | yes | MINNEAPOLIS, MN|MINNEAPOLIS, MN|OAK BROOK, IL | Current employment |
| CLIFTON GUNDERSON WEALTH ADVISORS | Former SEC adviser | Feb 7, 2006 | Feb 27, 2012 | no | OAK BROOK, IL | Previous registration |
| KPMG INVESTMENT ADVISORS | n/a | Jun 28, 2001 | Dec 21, 2005 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLIFTON GUNDERSON WEALTH ADVISORS | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Feb 27, 2012 | Feb 27, 2012 | 0 | Firm change | Other |
| KPMG INVESTMENT ADVISORS | CLIFTON GUNDERSON WEALTH ADVISORS | Dec 21, 2005 | Feb 7, 2006 | 48 | Firm change | Other |