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5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-26 |
| CA | RA | APPROVED | 2025-02-07 |
Branch Locations
8910 University Center Lane Suite 11-113, San Diego, CA 92122 • United States
Scottsdale, AZ • United States
5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 08/2010 | 11/2017 |
| Goldman Sachs Personal Financial Management | Scottsdale | AZ | 08/2010 | 10/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 09/2020 |
| Tritonpoint Wealth, Llc | Scottsdale | AZ | 10/2023 | Present |
| Goldman Sachs & Co. Llc | Scottsdale | AZ | 09/2020 | 10/2023 |
| Mercer Allied Company, L.P. | Scottsdale | AZ | 09/2020 | 10/2023 |
| Tritonpoint Partners, Llc | Scottsdale | AZ | 02/2025 | Present |
| The Leaders Group Inc | Summit | NJ | 05/2025 | Present |
1.) TRITON POINT PARTNERS - 2/6/25 - 4225 Executive Square, Suite 1220, LaJolla, CA 92037 - Managing Director, Financial Planner/Business Owner, Invt Rel, Financial & Investment Advisory Services, 173 hrs/mo; 100 hrs/mo (during trading hours). 2.) TRITON POINT WEALTH - 10/6/23 - 4225 Executive Square, Suite 1220, LaJolla, CA 92037 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-14 |
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