Best Investors Account Sign in
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
Morgan Stanley La Jolla CA 09/2018 02/2021
Century Bank Albuquerque NM 01/2018 08/2018
Concordia University Montreal 09/2017 12/2017
Century Bank Albuquerque NM 05/2017 08/2017
The Rave Lab- Research Lab At Unm Albuquerque NM 01/2016 05/2017
Associated Students Of The University Of New Mexico Albuquerque NM 08/2016 05/2017
Morgan Stanley Private Bank, N.A. New York NY 02/2021 07/2021
Goldman Sachs Pfm San Diego CA 07/2021 10/2023
Tritonpoint Wealth, Llc La Jolla CA 10/2023 Present
Tritonpoint Partners, Llc La Jolla CA 10/2023 Present
The Leaders Group Inc Summit NJ 05/2025 Present
  • 09/2018 → 02/2021
    La Jolla, CA
  • 01/2018 → 08/2018
    Century Bank
    Albuquerque, NM
  • 09/2017 → 12/2017
    Concordia University
    Montreal
  • 05/2017 → 08/2017
    Century Bank
    Albuquerque, NM
  • 01/2016 → 05/2017
    The Rave Lab- Research Lab At Unm
    Albuquerque, NM
  • 08/2016 → 05/2017
    Associated Students Of The University Of New Mexico
    Albuquerque, NM
  • 02/2021 → 07/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 07/2021 → 10/2023
    Goldman Sachs Pfm
    San Diego, CA
  • 10/2023 → Present
    La Jolla, CA
  • 10/2023 → Present
    La Jolla, CA
  • 05/2025 → Present
    The Leaders Group Inc
    Summit, NJ
Previous Registrations
Other Businesses

1.) TRITON POINT WEALTH - 10/6/23 - 4225 Executive Square, Suite 1220, La Jolla, CA 92037 - Senior Assoc/Relationship Manager, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TRITON POINT PARTNERS - 10/6/23 - 4225 Executive Square, Suite 1220, La Jolla, CA 92037 - Relationship Manager, Financial Planning, Invt Rel, RIA, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) THE LEADERS GROUP INC - 05/07/2025 - 475 Springfield Avenue, Summit, NJ 07901 - Registered Representative - Broker-Dealer - Invt Rel- 10hrs/mo; 2-3hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-21
  • S66 Uniform Combined State Law Examination
    2018-11-21
Designations
Other Names
  • Megan Hayden
  • Megan Leigh Hayden

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chevy Chase, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor