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John Michael Sheffield

The Caprock Group, LLC

Boise, ID

Austin, TX

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Current Employers
The Caprock Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-28
  • TX RA
    APPROVED
    Since 2023-09-28

Branch Locations

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

1607 Nueces Street, Austin, TX 78701 • 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
Caprock Boise ID 07/2023 Present
Cresset Capital Austin TX 10/2022 07/2023
Cresset Capital Austin TX 10/2021 10/2022
Berman Capital Advisors Austin TX 04/2020 10/2021
Berman Capital Advisors Atlanta GA 12/2017 04/2020
M&G Contractors Atlanta GA 06/2017 12/2017
University Of Georgia Athens GA 07/2013 05/2017
  • 07/2023 → Present
    Caprock
    Boise, ID
  • 10/2022 → 07/2023
    Cresset Capital
    Austin, TX
  • 10/2021 → 10/2022
    Cresset Capital
    Austin, TX
  • 04/2020 → 10/2021
    Berman Capital Advisors
    Austin, TX
  • 12/2017 → 04/2020
    Berman Capital Advisors
    Atlanta, GA
  • 06/2017 → 12/2017
    M&G Contractors
    Atlanta, GA
  • 07/2013 → 05/2017
    University Of Georgia
    Athens, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-25
  • S65 Uniform Investment Adviser Law Examination
    2023-09-25

View on SEC IAPD

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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
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