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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| OR | RA | APPROVED | 2013-06-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bonebrake Financial Planning & Investments | Eugene | OR | 09/1998 | Present |
| Commonwealth Financial Network | San Diego | CA | 05/2013 | Present |
1. President and Owner, Rational Strategic Values-Based Planning and Investments, LLC dba Bonebrake Financial Planning & Wealth Management, private entity established to facilitate securities, advisory, and insurance business; As of 12/22/2015; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 1998; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-29 |
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