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, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

6

Exams

S65

First exam

Dec 4, 2018

First registration

Dec 4, 2018

Dual registered

no

IAPD individual key

7041936

• Occurred

  Mar 13, 2025
  Advisor changed firm

  Andrew Joseph Chen left Manchester Financial Inc for Cliftonlarsonallen Wealth Advisors, Llc (registered 2025-03-27)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e1426f40-eff6-e7c3-3f67-46b604bda4db

First observed

Dec 4, 2018

Last observed

Sep 15, 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.