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800 West Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-20 |
Branch Locations
800 West Main Street Suite 1150, Boise, ID 83702 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teacher Retirement System Of Texas | Austin | TX | 08/2019 | 05/2023 |
| Nicrone Uk Limited | London | 05/2023 | 03/2026 | |
| Caprock | Boise | ID | 03/2026 | Present |
| Lincoln International | Chicago | IL | 06/2017 | 07/2019 |
| Washington And Lee | Lexington | VA | 08/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-24 |
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