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Carlos Alberto Sanchez

Tritonpoint Partners, LLC

Huntington Beach, CA

Chevy Chase, MD

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Current Employers
Tritonpoint Partners, Llc

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-28
CA RA APPROVED 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-28
  • CA RA
    APPROVED
    Since 2026-05-18

Branch Locations

7755 Center Avenue 11Th Floor, Huntington Beach, CA 92647 • United States

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Norwalk CA 10/2012 02/2017
U.S. Bancorp Investments, Inc. Newport Beach CA 02/2017 01/2023
Biechele Royce Advisors, Inc. Fishers IN 01/2023 11/2024
Vivaldi Capital Management Lp Chicago IL 11/2024 05/2026
Tritonpoint Partners, Llc Huntington Beach CA 05/2026 Present
Previous Registrations
  • 2024-11-26 → 2026-05-18
    Debussy Capital Management Lp
    Huntington Beach, CA
    Chicago, IL
  • 2023-01-19 → 2024-12-16
    Biechele Royce Advisors, Inc.
    Fishers, IN
  • 2017-02-02 → 2023-01-23
    U.S. Bancorp Investments, Inc.
    Huntington Beach, CA
    Westminster, CA
    Westminster, CA
    Huntington Beach, CA
    Stanton, CA
    Irvine, CA
    Irvine, CA
    Irvine, CA
    Huntington Beach, CA
    Huntington Beach, CA
    Tustin, CA
    Westminster, CA
    Newport Beach, CA
    Newport Beach, CA
    Newport Beach, CA
  • 2012-10-01 → 2017-02-08
    J.P. Morgan Securities Llc
    Cerritos, CA
    Norwalk, CA
    Huntington Beach, CA
  • 2009-05-02 → 2012-10-01
    Chase Investment Services Corp.
    Norwalk, CA
    Bellflower, CA
    Cerritos, CA
    Cerritos, CA
    Cerritos, CA
    Bellflower, CA
    Garden Grove, CA
    Cerritos, CA
  • 2006-02-28 → 2009-05-02
    Wamu Investments, Inc.
    Cerritos, CA
    Norwalk, CA
    Norwalk, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-20
  • S63 Uniform Securities Agent State Law Examination
    1993-12-20
Designations

View on SEC IAPD

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