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417 29Th Street, Newport Beach, CA 92663 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Head Island | SC | 03/2012 | 01/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2026 |
| Twenty-Five Capital Partners | New Port Beach | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-22 |
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