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800 West Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-03-19 |
Branch Locations
800 West Main Street Suite 1150, Boise, ID 83702 • United States
520 Newport Center Drive Suite 470, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Caprock Group, Inc. | Boise | ID | 03/2013 | Present |
| Silver Lakes | San Juan Capistrano | CA | 03/2011 | Present |
| Peppertree Equestrian | Laguna Niguel | CA | 01/2011 | 06/2019 |
| Inspire Partners | Laguna Niguel | CA | 01/2011 | Present |
SILVERLAKES P.O. BOX 609 SAN JUAN CAPISTRANO, CA 92693 YOUTH SOCCER FACILITY NON INVESTMENT RELATED MARCH 2011 TO PRESENT PRESIDENT DUTIES INCLUDE DEVELOPING A SOCCER FACILITY FOR YOUTH SOCCER LEAGUES AND TOURNAMENTS DEVOTES 12 HOURS PER MONTH TO THIS ACTIVITY INSPIRE PARTNERS 10 HERMITAGE LANE LAGUNA NIGUEL, CA 92677 NON-INVESTMENT RELATED EQUESTRIAN OWNER JANUARY 2011 TO PRESENT CONSULTING TO BLENHEIM EQUISPORTS DEVOTES 2 HOURS PER MONTH TO THIS ACTIVITY, 0 OF WHICH ARE DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-09 |
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