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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| ID | RA | APPROVED | 2016-12-12 |
Branch Locations
412 East Park Center Boulevard Suite 325, Boise, ID 83706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Boise | ID | 03/2008 | 12/2016 |
| Commonwealth Financial Network | San Diego | CA | 12/2016 | Present |
| Verdi Wealth Management | Boise | ID | 12/2016 | Present |
Part Owner, Verdi Wealth Management, Inc., a private entity established to facilitate securities and advisory business; Approximately 100% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-26 |
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