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5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-29 |
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