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800 West Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2007-03-26 |
Branch Locations
800 West Main Street Suite 1150, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Caprock Group, Inc. | Boise | ID | 01/2007 | Present |
| Delta Ventures, Llc | Seattle | WA | 11/2001 | Present |
I AM THE PRINCIPAL & MANAGING DIRECTOR OF DELTA VENTURES, LLC, A WHOLLY-OWNED VENTURE DEVELOPMENT AND PRIVATE INVESTMENT COMPANY. DELTA VENTURES IS USED AS A VEHICLE FOR DIRECT, EQUITY INVESTMENTS ON BEHALF OF ITS PRINCIPAL IN PRIVATE COMPANIES, REAL ESTATE AND REAL ASSETS. THIS ENTITY REQUIRES APPROXIMATELY 3-4 HOURS PER MONTH OF WHICH APPROXIMATELY HALF IS DURING SECURITIES TRADING HOURS. I HAVE NO REGULAR DUTIES IN THE BUSINESS, BUT OCCASIONALLY PARTICIPATE ON ADVISORY BOARDS OR BOARDS OF DIRECTORS FOR VARIOUS PRIVATE COMPANIES. ADVISORY BOARD MEMBER, SHIFTBOARD.COM, SEATTLE,WA SINCE 2006_NON INVESTMENT-RELATED_STRATEGIC ADVICE TO COMPANY MGMT_0.5 HRS/MONTH 0 HR DURING MKT TRADING HRS. LA PLAZA INTERNATIONAL LLC_NON INVESTMENT-RELATED_SEATTLE WA. IMPORTER. PRINCIPAL SINCE NOVEMBER 2009.INVESTOR IN THE BUSINESS WITH NO REGULAR DUTIES. DEVOTE 4 HOURS PER MONTH 3 HOURS DURING MARKET TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-23 |
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