Best Investors Account Sign in
Inactive

Melissa Ahearn

The Caprock Group, LLC

Boise, ID

Scottsdale, AZ

Claim This Profile
Current Employers
The Caprock Group, Llc

800 West Main Street Suite 1150, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-05-14
  • AZ RA
    APPROVED
    Since 2024-05-14

Branch Locations

800 West Main Street Suite 1150, Boise, ID 83702 • United States

8501 N Scottsdale Rd Suite 165, Scottsdale, AZ 85253 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2008 10/2022
Northwestern Mutual Investment Services, Llc Phoenix AZ 08/2008 10/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 10/2022
Grey Street Capital, Llc Phoenix AZ 11/2022 03/2024
The Caprock Group, Llc Phoenix AZ 03/2024 Present
  • 01/2008 → 10/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2008 → 10/2022
    Northwestern Mutual Investment Services, Llc
    Phoenix, AZ
  • 01/2016 → 10/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 11/2022 → 03/2024
    Grey Street Capital, Llc
    Phoenix, AZ
  • 03/2024 → Present
    The Caprock Group, Llc
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-25
S63 Uniform Securities Agent State Law Examination 2008-09-15
  • S65 Uniform Investment Adviser Law Examination
    2011-04-25
  • S63 Uniform Securities Agent State Law Examination
    2008-09-15
Other Names
  • Melissa Lynn Ahearn
  • Melissa Ahearn Lange

View on SEC IAPD

Other Firms

INTEGRATED ADVISORS
GEM STATE INVESTMENT ADVISORS
THE ASSET CONSULTING GROUP, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
ARRIEN INVESTMENTS, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
APOLLON WEALTH MANAGEMENT, LLC

Other Investors

TERRY GENE HERSHEY
RONALD GAMBASSI
ANDREW MELVIN BARTON
Joshua Levi Moffis
GARY LEE BARTON
KIMBERLY MICHELLE SHURTLEFF
Andressa Diana Warn
Daniel Hanlon Weeder

Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

More in Boise, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor