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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-02-01 |
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 |
|---|---|---|---|---|
| Verdi Wealth Management | Boise | ID | 11/2013 | Present |
| Commonwealth Financial | United States | CA | 09/2022 | 03/2023 |
| Commonwealth Financial Network | San Diego | CA | 03/2023 | Present |
1. Tax Preparation, River City Advisory; as of 01/15/2023; 10% of time spent during business hours; Conducted at branch; Not investment related. 2. Successor Advisor; Successor Advisor to Father's RIA; Located at 7044 E Los Carneros Dr, Boise, ID 83716, as of 07/17/2025; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-31 |
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