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Francesco Conidi

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN

Quincy, MA

Minneapolis, MN

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Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-01
RI RA APPROVED 2026-02-02
NH RA APPROVED 2025-10-24
CT RA APPROVED 2024-07-22
MA RA APPROVED 2021-06-16
  • FL RA
    APPROVED
    Since 2026-06-01
  • RI RA
    APPROVED
    Since 2026-02-02
  • NH RA
    APPROVED
    Since 2025-10-24
  • CT RA
    APPROVED
    Since 2024-07-22
  • MA RA
    APPROVED
    Since 2021-06-16

Branch Locations

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES

4 Batterymarch Park Suite 100, Quincy, MA 02169 • United States

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Chestnut Hill MA 02/2009 02/2021
Charles Schwab Bank Ssb Chestnut Hill MA 11/2015 02/2021
Cliftonlarsonallen Wealth Advisors Quincy MA 02/2021 Present
  • 02/2009 → 02/2021
    Charles Schwab & Co., Inc.
    Chestnut Hill, MA
  • 11/2015 → 02/2021
    Charles Schwab Bank Ssb
    Chestnut Hill, MA
  • 02/2021 → Present
    Cliftonlarsonallen Wealth Advisors
    Quincy, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-04
  • S66 Uniform Combined State Law Examination
    2002-12-04
Designations

View on SEC IAPD

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