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5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-22 |
Branch Locations
5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Washington | DC | 08/2011 | 09/2019 |
| Jpmorgan Chase Bank, N.A. | Washington | DC | 09/2019 | 08/2023 |
| Jpmorgan Securities, Llc. | Washington | DC | 09/2019 | 08/2023 |
| Tritonpoint Wealth, Llc | Chevy Chase | MD | 04/2024 | Present |
| Unemployed | Washington | DC | 08/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2009-05-13 |
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