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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 | 2023-01-31 |
| CA | RA | APPROVED | 2023-01-10 |
Branch Locations
480 Saint John Street Suite 120, Pleasanton, CA 94566-6597 • United States
Boise, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boise State University | Boise | ID | 08/2013 | 12/2017 |
| Groutsmith | Boise | ID | 04/2016 | 12/2017 |
| Martin, Wardin & Eissner Financial Group | Pleasanton | CA | 05/2014 | 02/2023 |
| Commonwealth Financial Network | San Diego | CA | 06/2018 | 02/2023 |
| Commonwealth Financial Network | San Diego | CA | 02/2023 | Present |
| Martin, Wardin & Eissner Financial Group | Pleasanton | CA | 02/2023 | Present |
1. Fixed insurance sales; as of 08/01/2019; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Tax Preparation, Martin, Wardin & Eissner Tax Service; as of 01/01/2018; 20% of time spent during business hours; conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-14 |
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