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RIA / WealthAdvisor14 years in industry

PETER HALBROOK

Advisor at TRITONPOINT WEALTH, LLC

CHEVY CHASE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebb0a6c1-d8e8-4c49-bfdc-1f8943a0c492

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 16, 2015 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: Mar 14, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 14, 2012
First registration: Jan 16, 2015
Dual registered: no
Other names: PETER A HALBROOK|PETER ALLEN HALBROOK
IAPD individual key: 5684666

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 WEALTH, LLC	Independent wealth	Oct 18, 2023	n/a	yes	CHEVY CHASE, MD	Current employment
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Dec 23, 2020	Nov 3, 2023	no	BETHESDA, MD	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jan 16, 2015	Dec 1, 2020	no	Laurel, MD\|WASHINGTON, DC\|WASHINGTON, DC\|VIENNA, VA\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|Laurel, MD\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|ELLICOTT CITY, MD\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|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
PNC WEALTH MANAGEMENT	UNITED CAPITAL FINANCIAL ADVISORS	Dec 1, 2020	Dec 23, 2020	22	Firm change	Ibd to ibd

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 (3)

→ TRITONPOINT WEALTH, LLCRegistered adviserregistration: current employment
Oct 18, 2023 to presentfactForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Dec 23, 2020 to Nov 3, 2023factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 16, 2015 to Dec 1, 2020factForm ADV

Dated events

Occurred
Nov 3, 2023
Advisor changed firm
Peter Halbrook left United Capital Financial Advisors for Tritonpoint Wealth, Llc (registered 2023-10-18)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebb0a6c1-d8e8-4c49-bfdc-1f8943a0c492
First observed: Jan 16, 2015
Last observed: Sep 14, 2026 7 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.

PETER HALBROOK

Advisor at TRITONPOINT WEALTH, LLC

CHEVY CHASE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebb0a6c1-d8e8-4c49-bfdc-1f8943a0c492

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TRITONPOINT WEALTH, LLC

Independent wealth

Oct 18, 2023

n/a

yes

CHEVY CHASE, MD

Current employment

UNITED CAPITAL FINANCIAL ADVISORS

Independent wealth

Dec 23, 2020

Nov 3, 2023

BETHESDA, MD

Previous registration

PNC WEALTH MANAGEMENT

Bd affiliated wealth

Jan 16, 2015

Dec 1, 2020

Previous registration

From

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

PNC WEALTH MANAGEMENT

UNITED CAPITAL FINANCIAL ADVISORS

Dec 1, 2020

Dec 23, 2020

Firm change

Ibd to ibd

Team

Left

Joined

From

Kind

134600:328398:MD:2023-11-02

Nov 3, 2023

Oct 18, 2023

BETHESDA, MD

Firm change