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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 | 2026-03-27 |
| ID | RA | APPROVED | 2015-01-06 |
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2011 | Present |
| Verdi Wealth Management | Boise | ID | 07/2011 | Present |
1) Verdi Wealth Retirement, Inc. - part owner of entity created for securities business; approximately 100% of time spent during securities trading hours per month; conducted at branch location; investment related. 2) Tax preparation and accounting services provided by Rachel Dykstra, CPA, NRSM, River City Advisory; as of 6/1/2021; 1% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-19 |
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