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Advisor at TWENTY-FIVE CAPITAL PARTNERS
NEWPORT BEACH, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TWENTY-FIVE CAPITAL PARTNERS | Former SEC adviser | Jan 9, 2026 | n/a | yes | NEWPORT BEACH, CA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 6, 2023 | Nov 19, 2025 | no | NEWPORT BEACH, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Feb 4, 2019 | Nov 4, 2022 | no | NEWPORT BEACH, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | TWENTY-FIVE CAPITAL PARTNERS | Nov 19, 2025 | Jan 9, 2026 | 51 | Firm change | Wirehouse to new firm |