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

Sep 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

9

Exams

S63|S66

First exam

Feb 10, 2021

First registration

Jan 28, 2022

Dual registered

yes, broker-dealer

Other names

Andrew Richardson|Andrew Douglas Richardson|Andrew D Richardson

IAPD individual key

7287242

• Occurred

  Mar 28, 2025
  Advisor changed firm

  Andrew Richardson left J.P. Morgan Securities Llc for Cliftonlarsonallen Wealth Advisors, Llc (registered 2025-04-02)

  Form ADVobserved 4 days ago
• Occurred

  Aug 29, 2022
  Advisor changed firm

  Andrew Richardson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2022-10-28)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d89aa0eb-234f-df8d-adc7-559cf980294e

First observed

Jan 28, 2022

Last observed

Sep 14, 2026 5 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.