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Inactive

Anna Sophia Whelchel

The Caprock Group, LLC

Boise, ID

New York, NY

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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 2023-06-05
  • ID RA
    APPROVED
    Since 2023-06-05

Branch Locations

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

287 Park Ave S Ste. 416, New York, NY 10010 • 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
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2014 05/2018
Unemployed Asheville NC 05/2018 06/2018
Hamilton Lane Conshohocken PA 06/2018 08/2020
Align Impact Santa Monica CA 08/2020 01/2023
Caprock Boise ID 02/2023 Present
  • 08/2014 → 05/2018
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 05/2018 → 06/2018
    Unemployed
    Asheville, NC
  • 06/2018 → 08/2020
    Hamilton Lane
    Conshohocken, PA
  • 08/2020 → 01/2023
    Align Impact
    Santa Monica, CA
  • 02/2023 → Present
    Caprock
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-05
  • S65 Uniform Investment Adviser Law Examination
    2023-06-05

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
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U.S. BANCORP ADVISORS, LLC · Boise, ID
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