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5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-11 |
Branch Locations
5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arete Wealth Management Llc | Chicago | IL | 12/2015 | 05/2016 |
| North Capital Private Securities | Salt Lake City | UT | 04/2018 | 05/2020 |
| Startup Angels | Washington | DC | 04/2018 | 05/2020 |
| Bluemind Llc | Annapolis | MD | 05/2016 | 05/2020 |
| Pnc Capital Markets, Llc | Pittsburgh | PA | 06/2020 | 12/2023 |
| Pnc Bank | Pittsburgh | PA | 06/2020 | 12/2023 |
| Pnc Capital Advisors, Llc | Balitmore | MD | 06/2020 | 12/2023 |
| Tritonpoint Partners, Llc | Chevy Chase | MD | 05/2024 | Present |
| Tritonpoint Wealth | Chevy Chase | MD | 01/2024 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-14 |
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