This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRITONPOINT WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S65

First exam

May 20, 2022

First registration

May 20, 2022

Dual registered

no

Other names

Jake James Schoenfeld

IAPD individual key

5799437

• Occurred

  Nov 2, 2023
  Advisor changed firm

  Jake James Schoenfeld left United Capital Financial Advisors for Tritonpoint Wealth, Llc (registered 2024-01-26)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:952026ee-e709-887f-7029-a6d463a0c4fe

First observed

May 20, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.