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Current Employers
Tritonpoint Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-27
  • CA RA
    APPROVED
    Since 2025-02-27

Branch Locations

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

8910 University Center Lane Suite 11-113, San Diego, CA 92122 • 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
Goldman Sachs Pfm San Diego CA 07/2019 10/2023
United Capital Financial Advisers San Diego CA 06/2010 07/2019
Tritonpoint Wealth, Llc San Diego CA 10/2023 Present
Tritonpoint Partners, Llc San Diego CA 02/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-29
  • S65 Uniform Investment Adviser Law Examination
    2023-09-29

View on SEC IAPD

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