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800 West Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-01-07 |
Branch Locations
800 West Main Street Suite 1150, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rw Investment Management Llc Dba Rw Investment Management | Boise | ID | 11/2020 | 11/2024 |
| Quail Hollow Golf Club | Boise | ID | 07/2014 | 09/2017 |
| Clearwater Analytics | Boise | ID | 05/2018 | 08/2018 |
| Fisher Investments | Camas | WA | 08/2019 | 10/2020 |
| Unemployed | Boise | ID | 08/2018 | 08/2019 |
| Unemployed | Boise | ID | 09/2017 | 05/2018 |
| The Caprock Group Llc | Boise | ID | 01/2025 | Present |
The University of Idaho Office of Estate, Trust & Gift Planning; Investment Related; Address: Hays Hall University of Idaho, Moscow, ID 83844; Start Date: 04/22/21; 1.25 hours/month and during trading hours; Duties: to render advice and opinions to OETGP professional staff on matters relating to the UI Estate Trust & Gift Planning program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-23 |
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