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Robert Jon Stamps Bradford

Affinity Capital Advisors LLC

Berkeley, CA

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Current Employers
Affinity Capital Advisors Llc

825 Page Street, Berkeley, CA 94710 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-05-01
  • CA RA
    APPROVED
    Since 2018-05-01

Branch Locations

825 Page Street, Berkeley, CA 94710 • 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
Morgan Stanley Private Bank, National Association New York NY 01/2015 02/2017
Private Ocean San Rafael CA 02/2017 04/2018
Affinity Capital Advisors Llc Berkeley CA 05/2018 Present
  • 01/2015 → 02/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 02/2017 → 04/2018
    Private Ocean
    San Rafael, CA
  • 05/2018 → Present
    Affinity Capital Advisors Llc
    Berkeley, CA
Previous Registrations
  • 2017-03-08 → 2018-05-08
    Wealthspire Advisors
    San Rafael, CA
  • 2011-09-23 → 2017-02-21
    Morgan Stanley
    Berkeley, CA
    Oakland, CA
    San Rafael, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-22
  • S66 Uniform Combined State Law Examination
    2011-09-22

View on SEC IAPD

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Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

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