Best Investors Account Sign in
Inactive

Kellianne Renee Barrow

The Caprock Group, LLC

San Jose, CA

Boise, ID

Claim This Profile
Current Employers
The Caprock Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-18
  • CA RA
    APPROVED
    Since 2021-11-18

Branch Locations

1100 Lincoln Ave, San Jose, CA 95125 • 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 San Jose CA 07/2021 Present
Baxter & Associates San Jose CA 01/2018 07/2021
Beeline Group Jacksonville FL 06/2017 01/2018
Lake Avenue Church Pasadena CA 01/2016 04/2017
Azusa Pacific University Azusa CA 08/2015 05/2017
  • 07/2021 → Present
    The Caprock Group
    San Jose, CA
  • 01/2018 → 07/2021
    Baxter & Associates
    San Jose, CA
  • 06/2017 → 01/2018
    Beeline Group
    Jacksonville, FL
  • 01/2016 → 04/2017
    Lake Avenue Church
    Pasadena, CA
  • 08/2015 → 05/2017
    Azusa Pacific University
    Azusa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-18
  • S65 Uniform Investment Adviser Law Examination
    2021-11-18
Other Names
  • Kellianne Connolly
  • Kellianne Renee Connolly

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
PFG ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
EQUITABLE ADVISORS, LLC
ROLO VENTURES MANAGEMENT LLC
TIGER & BULLDOG MANAGEMENT, LLC
HICKOK ADVISORY, LLC

Other Investors

Ryan Leiby
Adrian Baker
Bianca N. Cross
Jonathan A Stoft
BAO DINH
Luke Maura
BEN Wolff KRUGMAN
DANIEL ROY OWENS

Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor