DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Peter J Sellwood

Cliftonlarsonallen Wealth Advisors, LLCBD affiliatedMinneapolis, Mndual registrantIAPD 4268555

Feed of 09/14/2026

Also filed as Peter Joseph Sellwood

At current firm

0 y

since Jul 29, 2026

In the industry

20 y

since Jan 5, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cliftonlarsonallen Wealth Advisors, LLC BD affiliated current
since Jul 29, 2026 · Minneapolis, Mn
Charles Schwab & Co., Inc. national BD
Apr 7, 2025 to Jul 14, 2026 · Orlando, Fl
Wells Fargo Advisors wirehouse
Oct 3, 2023 to Jan 8, 2025 · Wayzata, Mn
Morgan Stanley wirehouse
Dec 5, 2013 to Jul 9, 2020 · Wayzata, Mn
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 13, 2010 to Nov 26, 2013 · Portland, Me
Charles Schwab & Co., Inc. national BD
Jul 19, 2006 to Feb 25, 2010 · Englewood, Co
Thrivent Investment Management Inc. BD affiliated
Jan 5, 2006 to Jul 19, 2006 · Louisville, Co

Moves

a registration end followed by a registration begin elsewhere

Charles Schwab & Co., Inc. to Cliftonlarsonallen Wealth Advisors, LLC
left Jul 14, 2026, registered Jul 29, 2026 (15 days) · Affiliated broker-dealer or bank to another
Wells Fargo Advisors to Charles Schwab & Co., Inc.
left Jan 8, 2025, registered Apr 7, 2025 (89 days) · Wirehouse to affiliated broker-dealer or bank
Morgan Stanley to Wells Fargo Advisors
left Jul 9, 2020, registered Oct 3, 2023 (1181 days) · Wirehouse to wirehouse
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left Nov 26, 2013, registered Dec 5, 2013 (9 days) · Wirehouse to wirehouse
Charles Schwab & Co., Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Feb 25, 2010, registered May 13, 2010 (77 days) · Affiliated broker-dealer or bank to wirehouse
Thrivent Investment Management Inc. to Charles Schwab & Co., Inc.
left Jul 19, 2006, registered Jul 19, 2006 (0 days) · Other

Signals

Peter J Sellwood left Charles Schwab & Co., Inc. for Cliftonlarsonallen Wealth Advisors, Llc (registered 2026-07-29)
Jul 14, 2026 · Advisor changed firm · fact
Peter J Sellwood left Wells Fargo Advisors for Charles Schwab & Co., Inc. (registered 2025-04-07)
Jan 8, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address