Conor Masaji Clifford

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 10/2021
  Regency International Holdings Llc
  Boise, ID
• 11/2021 → 02/2026
  Keybank
  Boise, ID
• 08/2017 → 09/2020
  Japan B.LEague
  Tokyo
• 06/2015 → 06/2017
  Washington State University
  Pullman, WA
• 07/2022 → 02/2026
  Key Investment Services
  Boise, ID
• 03/2026 → Present
  Wells Fargo Clearing Services, Llc
  Boise, ID
• 03/2026 → Present
  Wells Fargo Bank, Na
  Boise, ID
• 01/2024 → Present
  Kaymor Financial Holdings Llc
  Boise, ID
• 01/2023 → Present
  Bubbly Bee Llc
  Boise, ID
• 01/2024 → Present
  Everton Management Group
  Boise, ID
• 01/2024 → Present
  Juniper Rentals Llc
  Boise, ID

Other Businesses

1.) JUNIPER RENTALS LLC POSITION: CEO NATURE: It is a limited Liability company to hold a duplex I own within Idaho. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024- ADDRESS: 784 Clearwater Loop STE F, Post Falls ID 83854, United States DESCRIPTION: I own the interests within this company. No active involvement. 2.) BUBBLY BEE LLC POSITION: co owner NATURE: Coffee/Milk Tea Shop my wife is trying to start with her brother. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7319 W Ashland Dr, Boise ID 83709, United States, DESCRIPTION: CO-OWNER, This is my wife's, small business dream, I just assist with the banking side of things, helping her get the accounts in place and started for her, while she completely runs the operations. I have no active involvement. 3.) EVERTON MANAGEMENT GROUP LLC-POSITION: Chief Manager NATURE: Limited Liability Company that exists to protect liability from managing the various properties me and my extended family owns. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024, ADDRESS: 784 S Clearwater Loop STE F, POST FALLS ID 83854, United States- DESCRIPTION: Owner and organizer through my holding company, No active involvement. 4.) KAYMOR FINANCIAL HOLDINGS LLC- POSITION: Chief Manager NATURE: Limited Liability Company that exists to protect liability from managing the various properties me and my extended family owns. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024, ADDRESS: 30 N Gould St Ste R, Sheridan, WY 82801 USA- DESCRIPTION: Owner and manager of holding company, No active involvement. RENTAL PROPERTY - 10529 ; INV RELATED;BOISE,ID; RESIDENTIAL RENTAL;100% OWNERSHIP; START DATE: 01/01/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 12008 ; INV RELATED;HUNTSVILLE,AL; RESIDENTIAL RENTAL;100% OWNERSHIP; START DATE: 12/20/2019; 1 HRS PER MONTH; 0 HRS DURING TRADING; JUNIPER RENTALS, LLC; INV RELATED; BOISE,ID; RENTAL PROPERTY; 100% OWNERSHIP; START DATE: 12/23/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING; BUBBLY BEE, LLC ; INV RELATED;BOISE,ID; CAFE PROJECT; 50% OWNERSHIP; START DATE: 01/01/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-02
• S63 Uniform Securities Agent State Law Examination
  2022-10-11