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RIA / WealthAdvisor19 years in industry

GREGORY EDWARD BLAKE

Advisor at TRITONPOINT WEALTH, LLC

Burke, VA | CHEVY CHASE, MD

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 12, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 6, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 2
Exams: S66
First exam: Sep 6, 2007
First registration: Sep 12, 2007
Dual registered: no
Other names: GREGORY BLAKE
IAPD individual key: 5392729

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRITONPOINT PARTNERS, LLC	Independent wealth	Nov 7, 2025	n/a	yes	CHEVY CHASE, MD	Current employment
TRITONPOINT WEALTH, LLC	Independent wealth	Oct 18, 2023	n/a	yes	CHEVY CHASE, MD\|Burke, VA	Current employment
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Aug 21, 2017	Nov 3, 2023	no	BETHESDA, MD	Previous registration
WMS PARTNERS, LLC	Former SEC adviser	Dec 5, 2014	Apr 26, 2017	no	TOWSON, MD	Previous registration
CONVERGENT WEALTH ADVISORS, LLC	Former SEC adviser	May 9, 2012	Nov 19, 2014	no	CALIFORNIA, CA	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Sep 12, 2007	Mar 28, 2011	no	WASHINGTON, DC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNITED CAPITAL FINANCIAL ADVISORS	TRITONPOINT WEALTH, LLC	Nov 3, 2023	Oct 18, 2023	-16	Firm change	Ibd to new firm
WMS PARTNERS, LLC	UNITED CAPITAL FINANCIAL ADVISORS	Apr 26, 2017	Aug 21, 2017	117	Firm change	Other
CONVERGENT WEALTH ADVISORS, LLC	WMS PARTNERS, LLC	Nov 19, 2014	Dec 5, 2014	16	Firm change	Other
ALLIANCEBERNSTEIN L.P.	CONVERGENT WEALTH ADVISORS, LLC	Mar 28, 2011	May 9, 2012	408	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134600:328398:MD:2023-11-02	Nov 3, 2023	Oct 18, 2023	BETHESDA, MD	Firm change

Relationships

Registered with (6)

→ TRITONPOINT PARTNERS, LLCRegistered adviserregistration: current employment
Nov 7, 2025 to presentfactForm ADV
→ TRITONPOINT WEALTH, LLCRegistered adviserregistration: current employment
Oct 18, 2023 to presentfactForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Aug 21, 2017 to Nov 3, 2023factForm ADV
→ WMS PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 5, 2014 to Apr 26, 2017factForm ADV
→ CONVERGENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 9, 2012 to Nov 19, 2014factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Sep 12, 2007 to Mar 28, 2011factForm ADV

Dated events

Occurred
Nov 3, 2023
Advisor changed firm
Gregory Edward Blake left United Capital Financial Advisors for Tritonpoint Wealth, Llc (registered 2023-10-18)
Form ADVobserved 3 days ago