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800 West Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-12-21 |
Branch Locations
800 West Main Street Suite 1150, Boise, ID 83702 • United States
7525 Se 24Th St Suite 640, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verus Investment | Seattle | WA | 06/2016 | 09/2022 |
| The Caprock Group Llc | Seattle | WA | 10/2022 | Present |
Board member of the Seattle Alternative Investment Association ("SAIA"), a nonprofit organization that seeks to foster the alternative investment community in the Seattle area. My role in the organization is to help facilitate our quarterly events by coming up with topics, finding speakers, and encouraging attendance. I began working with SAIA in January 2021 as an associate board member. I spend approximately 5 hours a month working with SAIA, primarily all outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-21 |
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