DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 |
| BEACON POINTE ADVISORS, LLC | Independent wealth | Oct 21, 2024 | Oct 31, 2025 | no | PASADENA, CA|NEWPORT BEACH, CA | Previous registration |
| BRIDGE ADVISORY LLC | Former SEC adviser | Mar 28, 2022 | Oct 31, 2024 | no | PASADENA, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 30, 2019 | Feb 28, 2022 | no | Newport Beach, CA|Laguna Niguel, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | TWENTY-FIVE CAPITAL PARTNERS | Oct 31, 2025 | Jan 9, 2026 | 70 | Firm change | RIA to new firm |
| BRIDGE ADVISORY LLC | BEACON POINTE ADVISORS, LLC | Oct 31, 2024 | Oct 21, 2024 | -10 | Firm change | RIA to RIA |
| MORGAN STANLEY | BRIDGE ADVISORY LLC | Feb 28, 2022 | Mar 28, 2022 | 28 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 148282:119290:CA:2024-10-31 | Oct 31, 2024 | Oct 21, 2024 | PASADENA, CA | Firm change |