Christa N. Kunick
Professional summary
Christa Nicole Kunick, CFP®, who also goes by Christa Kunick, is a registered financial advisor currently at THE CAPROCK GROUP, LLC located in Boise, Idaho.
Christa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christa has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christa Nicole Kunick's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 8, 2022 - Present
THE CAPROCK GROUP, LLC
Office #1: 800 West Main Street Suite 1150, Boise, ID 83702December 23, 2019 - June 27, 2022
D.A. DAVIDSON & CO.
November 16, 2019 - June 27, 2022
D.A. DAVIDSON & CO.
Primary Firm SEC Registration
THE CAPROCK GROUP, LLC
CRD#: 124272 / SEC#: 801-61642
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/2022)
Exams
Series 7TO
Date: 11/15/2019
General Securities Representative ExaminationCurrent Firm
THE CAPROCK GROUP, LLC
CRD#: 124272 / SEC#: 801-61642
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 408 |
| AUM (Assets Under Management) | $ 10,149,325,042 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/17/2025 | ||
| 01/28/2025 | ||
| 10/26/2023 |
Red Flags
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