Best Investors
Account
Sign in
800 West Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2005-08-18 |
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 |
|---|---|---|---|---|
| The Caprock Group, Inc. | Boise | ID | 08/2005 | Present |
UNIVERSITY OF IDAHO FOUNDATION, MOSCOW,ID_INVESTMENT-RELATED UNIVERSITY FOUNDATION-EMERITUS DIRECTOR, MEMBER OF INVESTMENT COMMITTEE, MEMBER OF CAPITAL CAMPAIGN CABINET_DUTIES: SITTING ON BOARD OF DIRECTORS, INVESTMENT COMMITTEE, FINANCE COMMITTEE. 1 HOUR PER MONTH 0 OF WHICH OCCUR DURING MARKET TRADING HOURS. IDAHO YOUTH RANCH_BOISE, ID. INVESTMENT RELATED_NON-PROFIT FOUNDATION_SINCE JUNE 2008. MEMBER OF INVESTMENT COMMITTEE. 1 TO 2 HOURS PER MONTH 0 OF WHICH OCCUR DURING MARKET TRADING HOURS. ST. LUKES HEALTH FOUNDATION_BOISE, ID_INVESTMENT RELATED_HOSPITAL FOUNDATION_ SINCE JUNE 2009.CHAIR OF STEWARDSHIP COMMITTEE, MEMBER OF EXECUTIVE COMMITTEE, AND BOARD OF DIRECTORS MEMBER. 1-2 HOURS PER MONTH 0 OF WHICH ARE DEVOTED DURING MARKET TRADING HOURS. CRANE CREEK COUNTRY CLUB_BOISE, ID_CHAIR OF FINANCE COMMITTEE, MEMBER OF EXECUTIVE COMMITTEE, BOARD OF DIRECTORS MEMBER SINCE MARCH 2010_INVESTMENT RELATED_ASSIST COMMITTEE WITH REVIEWING CLUB'S BUDGET AND CASH BALANCE_3 TO 4 HOURS PER MONTH, 1 DURING MARKET TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-29 |
Reach out to this advisor