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Inactive

Peter Halbrook

Tritonpoint Wealth, LLC

Chevy Chase, MD

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Current Employers
Tritonpoint Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-10-18
  • MD RA
    APPROVED
    Since 2023-10-18

Branch Locations

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
Pnc Investments Washington DC 09/2015 12/2020
Goldman Sachs Personal Financial Management Newport Beach CA 12/2020 10/2023
Tritonpoint Wealth, Llc Chevy Chase MD 10/2023 Present
  • 09/2015 → 12/2020
    Pnc Investments
    Washington, DC
  • 12/2020 → 10/2023
    Goldman Sachs Personal Financial Management
    Newport Beach, CA
  • 10/2023 → Present
    Tritonpoint Wealth, Llc
    Chevy Chase, MD
Previous Registrations
  • 2020-12-23 → 2023-11-03
    United Capital Financial Advisors
    Bethesda, MD
  • 2015-01-16 → 2020-12-01
    Pnc Wealth Management Llc
    Laurel, MD
    Washington, DC
    Washington, DC
    Vienna, VA
    Washington, DC
    Washington, DC
    Washington, DC
    Laurel, MD
    Washington, DC
    Washington, DC
    Washington, DC
    Ellicott City, MD
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-22
S63 Uniform Securities Agent State Law Examination 2012-03-14
  • S65 Uniform Investment Adviser Law Examination
    2014-12-22
  • S63 Uniform Securities Agent State Law Examination
    2012-03-14
Other Names
  • Peter A Halbrook
  • Peter Allen Halbrook

View on SEC IAPD

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KINETIC VENTURES, L.L.C.

Other Investors

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Ryan Wilson Ferrell
WILLIAM ALAN STERLING
GREGORY EDWARD BLAKE
PIERRE MARY JOSEPH DE LA CROIX-VAUBOIS
HOWARD STUART ROTHMAN
Jake James Schoenfeld
JONATHAN BRETT ROSNER

Other Offices

ARTEMIS REAL ESTATE PARTNERS · CHEVY CHASE, MD
TRITONPOINT CAPITAL, LLC · CHEVY CHASE, MD
TRITONPOINT PARTNERS, LLC · CHEVY CHASE, MD
CARO INVESTORS · CHEVY CHASE, MD
THINAGEE INVESTMENTS INC. · CHEVY CHASE, MD
CARDEROCK CAPITAL MANAGEMENT, INC. · CHEVY CHASE, MD
NEW CENTURY ADVISORS, LLC · CHEVY CHASE, MD
KINETIC VENTURES, L.L.C. · CHEVY CHASE, MD

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