DEPARTMENT OF INSURANCE
Affiliations
NameCliftonlarsonallen Wealth Advisors LLCDOIID1077216NAIC NPN3898419
License - Line of Authority Information
StatusResidencyClassLine of AuthorityActive DateInactive DateLicense Expiration Date
ActiveNon ResidentAgentHealth3/9/2020 3/31/2026
ActiveNon ResidentAgentLife3/9/2020 3/31/2026
ActiveNon ResidentAgentVariable Life and Variable Annuities3/9/2020 3/31/2026
* If a status Is Pending, Pending Replacement,Or the record displays Affidavit On File, click On them For more details.
Notice: The Department verifies, at the time of application for a Variable Life and Variable Annuity line of authority, that an agent is registered with the Financial Industry Regulatory Authority (FINRA) and the applicant has passed the Series 6 or greater exam. The Department does not verify registration with FINRA after the agent is qualified by the Department to receive the Variable Life and Variable Annuity line of authority. If you have questions about a broker’s FINRA registration status, you should check this status directly with FINRA.

License Renewal Information
ClassInvoice DateResponse Due / Expiration DateResponse Received DatePayment Received DateRenewal Complete
Agent01/15/202603/31/2026   
Designated Individuals
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
ActiveLewis, Mark D 1076920Agent - Health3/9/2020 
ActiveLewis, Mark D 1076920Agent - Life3/9/2020 
ActiveLewis, Mark D 1076920Agent - Variable Life and Variable Annuities3/9/2020 

© Commonwealth of Kentucky. All rights reserved.