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Boise, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2011 | 05/2021 |
| Verdi Wealth Management | Boise | ID | 07/2011 | Present |
| Trail Creek Advisors, Llc | Boise | ID | 02/2021 | Present |
1.Fixed insurance sales; as of 07/25/2018; Approximately 3% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2.Tax Preparation and accounting services, Verdi Wealth Management; as of 09/01/2014; Approximately 1% Time spent during securities trading hours per month; Conducted at branch location; Not investment related. 3. Verdi Promotions, sole proprietorship involved in marketing for artists and obtaining speaking arrangements for own authored book; Not conducted at branch location; Not investment related. 4. Craig Verdi, Book Author; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-09 |
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