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Advisor at TRITONPOINT PARTNERS, LLC
San Diego, CA | CHEVY CHASE, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TRITONPOINT PARTNERS, LLC | Independent wealth | Feb 27, 2025 | n/a | yes | CHEVY CHASE, MD|San Diego, CA | Current employment |
| TRITONPOINT WEALTH, LLC | Independent wealth | Jan 2, 2024 | Aug 11, 2025 | no | CHEVY CHASE, MD|San Diego, CA | Previous registration |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Sep 13, 2021 | Nov 3, 2023 | no | San Diego, CA|San Diego, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Nov 21, 2018 | Jul 8, 2021 | no | La Jolla, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRITONPOINT WEALTH, LLC | TRITONPOINT PARTNERS, LLC | Aug 11, 2025 | Feb 27, 2025 | -165 | Firm change after gap | RIA to RIA |
| UNITED CAPITAL FINANCIAL ADVISORS | TRITONPOINT WEALTH, LLC | Nov 3, 2023 | Jan 2, 2024 | 60 | Firm change | Ibd to new firm |
| MORGAN STANLEY | UNITED CAPITAL FINANCIAL ADVISORS | Jul 8, 2021 | Sep 13, 2021 | 67 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134600:328398:CA:2023-11-02 | Nov 3, 2023 | Jan 2, 2024 | SAN DIEGO, CA | Firm change |