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Inactive

Vivek Jindal

The Caprock Group, LLC

Glen Ridge, NJ

Boise, ID

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Current Employers
The Caprock Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-16
  • NJ RA
    APPROVED
    Since 2025-07-16

Branch Locations

Glen Ridge, NJ • United States

800 West Main Street Suite 1150, Boise, ID 83702 • 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
Kore Private Wealth, Llc New York NY 06/2021 03/2023
Schusterman Family Interests New York NY 06/2018 06/2021
The Blackstone Group New York NY 08/2015 06/2018
Corient New York NY 11/2022 05/2025
Corient Services Llc Miami FL 07/2023 05/2025
Cipw Service Company, Llc Toronto 01/2023 07/2023
The Caprock Group, Llc Boise ID 05/2025 Present
  • 06/2021 → 03/2023
    Kore Private Wealth, Llc
    New York, NY
  • 06/2018 → 06/2021
    Schusterman Family Interests
    New York, NY
  • 08/2015 → 06/2018
    The Blackstone Group
    New York, NY
  • 11/2022 → 05/2025
    Corient
    New York, NY
  • 07/2023 → 05/2025
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 05/2025 → Present
    The Caprock Group, Llc
    Boise, ID
Previous Registrations
  • 2022-12-12 → 2025-06-04
    Corient
    Miami, FL
    New York, NY
    New York, NY
  • 2021-11-30 → 2023-03-31
    Kore Private Wealth, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-30
  • S65 Uniform Investment Adviser Law Examination
    2021-11-30

View on SEC IAPD

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