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800 West Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
800 West Main Street Suite 1150, Boise, ID 83702 • United States
1100 Lincoln Avenue Suite 353, San Jose, CA 95125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Caprock Group, Inc. | Boise | ID | 08/2005 | Present |
| Xian Advisors | San Jose | CA | 03/2002 | Present |
BOARD MEMBER, BIOTRACKING, LLC, MOSCOW,ID SINCE 2002_NON INVESTMENT-RELATED_0 HRS/MONTH DURING MKT TRADING HRS.BOARD MEMBER, PRINCIPAL, XIAN ADVISORS,LLC, SAN JOSE,CA SINCE 2002_INVESTMENT-RELATED_ACTING AS TRUSTEE FOR BLIND TRUST_30 HRS/MONTH 15 HRS OCCUR DURING MKT TRADING HRS.ADVISORY BOARD, WESTLY GROUP, MENLO PARK, CA SINCE 2007_INVESTMENT RELATED_PROVIDE VENTURE CAPITAL ORGANIZATION AND INVESTMENT ADVICE_5 HRS/MONTH 1 HR OCCUR DURING MKT TRADING HRS. ADVISORY BOARD MEMBER, PAC WEST, FAIR OAKS, CA SINCE 2000_INVESTMENT RELATED_PROVIDE VENTURE CAPITAL INVESTMENT ADVICE_1 HR/MONTH 0 HR OCCUR DURING MKT HOURS. UNIVERSITY OF IDAHO FOUNDATION MOSCOW, ID UNIVERSITY ENDOWMENT INVESTMENT COMMITTEE MEMBER SINCE 2000 2 HOURS PER MONTH, 0 DURING SECURITIES TRADING HOURS GENERAL OVERSIGHT OF PROFESSIONAL MANAGEMENT OF UNIVERSITY ENDOWMENT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-14 |
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