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15331 W Bell Road Ste 318, Surprise, AZ 85374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-14 |
| CA | RA | APPROVED | 2025-04-30 |
| AZ | RA | APPROVED | 2024-11-26 |
Branch Locations
15331 W Bell Road Ste 318, Surprise, AZ 85374 • United States
13211 N 103Rd Ave Suite 4, Sun City, AZ 85351 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-01-17 |
Branch Locations
13211 N 103Rd Ave Suite 4, Sun City, AZ 85351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sun City West | AZ | 01/2013 | 10/2016 |
| Raymond James Financial Services Advisors Inc. | Sun City West | AZ | 02/2013 | 10/2016 |
| Kingsview Asset Management | Sun City | AZ | 10/2016 | 12/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2016 | 09/2019 |
| Triton Wealth Management, Pllc | Sun City | AZ | 11/2018 | Present |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 09/2019 | 12/2024 |
| Universal Wealth Management Llc | Surprise | AZ | 09/2024 | Present |
| Universal Wealth Management Llc | Surprise | AZ | 10/2024 | Present |
| Triton Wealth Management, Pllc | Sun City | AZ | 02/2025 | Present |
1) Triton Wealth Management. Investment Related. 13211 North 103rd Avenue, Suite 4, Sun City, AZ 85351. RIA. Financial Advisor. 11/2018. 40 Hrs/Mo; All During Trading Hours. Financial Advisor. 2) 2019 - Fixed Insurance. Non-Investment Related. No ownership. 0-5 hrs/month during trading hours. 3) BCS Financial PLC. Investment related. 100% Owner/Member. Personal holding company, formed solely for tax purposes. 0 hrs/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-02 |
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