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Inactive

Porter Thomas Milner

The Caprock Group, LLC

Boise, ID

Park City, UT

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Current Employers
The Caprock Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-08-07
  • UT RA
    APPROVED
    Since 2024-08-07

Branch Locations

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

1389 Center Drive Suite 110, Park City, UT 84098 • 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
Regis University Denver CO 08/2016 05/2020
Unemployed Denver CO 06/2020 01/2021
Ratio Wealth Group Denver CO 01/2021 07/2023
Goldman Sachs Salt Lake City UT 10/2023 05/2024
The Caprock Group, Llc Park City UT 06/2024 Present
  • 08/2016 → 05/2020
    Regis University
    Denver, CO
  • 06/2020 → 01/2021
    Unemployed
    Denver, CO
  • 01/2021 → 07/2023
    Ratio Wealth Group
    Denver, CO
  • 10/2023 → 05/2024
    Goldman Sachs
    Salt Lake City, UT
  • 06/2024 → Present
    The Caprock Group, Llc
    Park City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-06
  • S65 Uniform Investment Adviser Law Examination
    2024-08-06

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
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
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