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5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-29 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Annapolis | MD | 03/2018 | 05/2021 |
| Ferrell Lawn Care, Llc. | Annapolis | MD | 03/2008 | 02/2018 |
| United Capital Financial Advisers Llc | Newport Beach | CA | 05/2021 | 10/2023 |
| Tritonpoint Wealth, Llc | Chevy Chase | MD | 10/2023 | Present |
| The Leaders Group, Dba Simplicity Investments | Summit | NJ | 09/2025 | Present |
| Tritonpoint Partners | Lajolla | CA | 10/2023 | Present |
1. TRITONPOINT PARTNERS - 10/6/2023 - 4225 Executive Square, Suite 1220, LaJolla, CA 92037 - Associate Advisor, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TRITONPOINT WEALTH - 10/6/2023 - 5404 Wisconsin Avenue, Suite 330, Chevy Chase, MD 20815 - Investment Advisor, Financial planning, rebalancing accounts, client meetings, Invt Rel, RA business, 40 hrs/mo; 3 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-25 |
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