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800 West Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-02 |
Branch Locations
800 West Main Street Suite 1150, Boise, ID 83702 • United States
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Caprock Group | Newport Beach | CA | 01/2015 | Present |
The Kinnect Company, Business is not investment-related, 820 W Charing Cross Cir Lake Mary FL 32746, SaaS company catering to single family office world to securely organize and make accessible important information all in one place, Advisory Board Member, starting Oct 2023, 1-5 hours a month during business hours and non-business hours, Provide ongoing support related to internal strategic initiatives - mainly focused around internal tool optimization and content creation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-06 |
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