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Inactive

Bradley James Kozinski

Capital Client Group, Inc.

Los Angeles, CA

Chicago, IL

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Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-06
IL RA APPROVED 2026-07-06
  • CA RA
    APPROVED
    Since 2026-07-06
  • IL RA
    APPROVED
    Since 2026-07-06

Branch Locations

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States

Chicago, IL • 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
Orion Portfolio Solutions, Llc Chicago IL 04/2024 06/2026
Morningstar Chicago IL 03/2021 10/2023
Salesforce Chicago IL 03/2020 03/2021
Ernst & Young Chicago IL 10/2017 03/2020
Miami University Oxford OH 08/2013 06/2017
Capital Group / Capital Client Group, Inc. Los Angeles CA 06/2026 Present
Unemployed Novi MI 06/2017 10/2017
Unemployed Chicago IL 10/2023 04/2024
  • 04/2024 → 06/2026
    Orion Portfolio Solutions, Llc
    Chicago , IL
  • 03/2021 → 10/2023
    Morningstar
    Chicago, IL
  • 03/2020 → 03/2021
    Salesforce
    Chicago, IL
  • 10/2017 → 03/2020
    Ernst & Young
    Chicago, IL
  • 08/2013 → 06/2017
    Miami University
    Oxford, OH
  • 06/2026 → Present
    Capital Group / Capital Client Group, Inc.
    Los Angeles , CA
  • 06/2017 → 10/2017
    Unemployed
    Novi, MI
  • 10/2023 → 04/2024
    Unemployed
    Chicago , IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-22
  • S65 Uniform Investment Adviser Law Examination
    2026-01-22

View on SEC IAPD

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Other Investors

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DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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