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417 29Th Street, Newport Beach, CA 92663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Philadelphia Phillies | Clearwater | FL | 06/2014 | 01/2018 |
| Documotion Research, Inc. | Santa Ana | CA | 01/2018 | 10/2018 |
| Colombian Professional Baseball League | Sincelejo | 10/2017 | 01/2018 | |
| Morgan Stanley Smith Barney Llc | Newport Beach | CA | 09/2019 | 10/2019 |
| Image Source Xerox | Costa Mesa | CA | 01/2019 | 09/2019 |
| Morgan Stanley Smith Barney Llc | Laguna Niguel | CA | 10/2019 | 02/2022 |
| Bridge Advisory Llc | Pasadena | CA | 03/2022 | 09/2024 |
| Beacon Pointe Advisors, Llc | Pasadena | CA | 10/2024 | 10/2025 |
| Twenty-Five Capital Partners, Llc | New Port Beach | CA | 11/2025 | Present |
| Bridge Sports Wealth, Llc | Pasadena | CA | 10/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-30 |
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