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5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-07 |
Branch Locations
5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-18 |
| VA | RA | APPROVED | 2023-10-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Wms Partners, Llc | Towson | MD | 11/2014 | 07/2017 |
| Goldman Sachs Personal Financial Management | Bethesda | MD | 08/2017 | 10/2023 |
| Tritonpoint Wealth, Llc | Chevy Chase | MD | 10/2023 | Present |
| Tritonpoint Partners, Llc | Chevy Chase | MD | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-06 |
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