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Inactive

Kellen Joseph Schmitz

The Caprock Group, LLC

Boise, ID

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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 2022-06-13
  • ID RA
    APPROVED
    Since 2022-06-13

Branch Locations

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
Seven Post Investment Office Lp San Francisco CA 09/2016 12/2020
Pricewaterhousecoopers San Francisco CA 10/2014 09/2016
The Caprock Group, Llc Boise ID 06/2022 Present
Exit Strategies Group Inc Camas WA 01/2021 06/2022
Previous Registrations
Designations

View on SEC IAPD

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INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
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STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
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