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Current Employers
The Caprock Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-06-11
  • ID RA
    APPROVED
    Since 2026-06-11

Branch Locations

800 West Main Street Suite 1150, Boise, ID 83702 • 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
The Caprock Group Llc Boise ID 10/2025 Present
Catalyst Opportunity Funds Cottonwood Heights UT 06/2023 08/2025
Goldman Sachs Salt Lake City UT 06/2020 06/2023
Missionary Training Center Provo UT 08/2016 04/2020
  • 10/2025 → Present
    Boise, ID
  • 06/2023 → 08/2025
    Catalyst Opportunity Funds
    Cottonwood Heights, UT
  • 06/2020 → 06/2023
    Goldman Sachs
    Salt Lake City, UT
  • 08/2016 → 04/2020
    Missionary Training Center
    Provo, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-11
  • S65 Uniform Investment Adviser Law Examination
    2026-06-11

View on SEC IAPD

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