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Current Employers
Tritonpoint Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-01-29
  • MD RA
    APPROVED
    Since 2024-01-29

Branch Locations

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • 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
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
  • 03/2018 → 05/2021
    Annapolis, MD
  • 03/2008 → 02/2018
    Ferrell Lawn Care, Llc.
    Annapolis, MD
  • 05/2021 → 10/2023
    United Capital Financial Advisers Llc
    Newport Beach, CA
  • 10/2023 → Present
    Chevy Chase, MD
  • 09/2025 → Present
    The Leaders Group, Dba Simplicity Investments
    Summit, NJ
  • 10/2023 → Present
    Tritonpoint Partners
    Lajolla, CA
Previous Registrations
Other Businesses

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).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-25
  • S66 Uniform Combined State Law Examination
    2018-05-25
Other Names
  • Ryan Ferrell
  • Ryan Wilson Ferrell

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