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Calvin R. Stamps

BRETWOOD CAPITAL PARTNERS
Altlanta, GA 30326
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CRD#: 2515819
CS

Professional summary


Calvin Renwick Stamps, who also goes by Ren Stamps, is a registered financial advisor currently at BRETWOOD CAPITAL PARTNERS, LLC located in Altlanta, Georgia.

Calvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Calvin has worked at 8 firms and has passed the Series 65, Series 63, Series 50, Series 7, Series 6 and Series 54 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ren Stamps

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PRIVATE EQUITY HEALTHCARE INVESTING

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Calvin Renwick Stamps's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 19, 2011 - Present

BRETWOOD CAPITAL PARTNERS, LLC

Office #1: 3340 Peachtree Rd, Ne Suite 2615, Altlanta, GA 30326
RIA
CRD#: 136628
Altlanta, GA
Past

May 10, 2006 - December 31, 2010

BRETWOOD CAPITAL PARTNERS, LLC

RIA
CRD#: 136628
ALTLANTA, GA
Past

August 7, 2003 - October 25, 2004

THE MALACHI GROUP, INC.

BD
CRD#: 42320
ATLANTA, GA
Past

May 1, 2001 - September 20, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

July 24, 2000 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

June 1, 1998 - November 4, 1998

WACHOVIA CAPITAL MARKETS, INC.

BD
CRD#: 44964
WINSTON SALEM, NC
Past

April 29, 1997 - June 1, 1998

WACHOVIA BROKERAGE SERVICE

BD
CRD#: 17503
WINSTON SALEM, NC
Past

August 21, 1995 - May 7, 1997

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

July 26, 1994 - September 15, 1994

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.

BD
CRD#: 7404
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(6/3/2016)
IAR
Georgia
(10/19/2011)
IAR
Missouri
(1/15/2015)
IAR
Texas
(11/13/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/18/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BC
BRETWOOD CAPITAL PARTNERS, LLC
BRETWOOD CAPITAL PARTNERS, LLC

CRD#: 136628 / SEC#:

Alabama
Registered Investment Advisory firm - (6/3/2016 Approved)
Georgia
Registered Investment Advisory firm - (9/6/2011 Approved)
Missouri
Registered Investment Advisory firm - (1/15/2015 Approved)
Texas
Registered Investment Advisory firm - (11/13/2013 Conditional Restricted)
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Contact information


Main Address
3340 Peachtree Rd, Ne Suite 2615, Altlanta, GA 30326
Mailing Address
Phone number
(404) 760-3477
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts8
AUM (Assets Under Management)$ 26,596,213

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRETWOOD CAPITAL PARTNERS, LLC

CRD#: 136628Altlanta, GA 30326

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