RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
G•••••• E••••• B••••
- Title
- Partner, Chief Growth Officerreportedtritonpointwealth.comfirm site, Sep 15, 2026
- Partner or owner
- “Partner”reportedtritonpointpartners.comthe sentence on the bio page
- Years, as the firm states
- 20reportedtritonpointpartners.com“With nearly 20 years of experience in the wealth management industry, Greg has held executive and advisory positions in Alliance Bernstein, Convergent Wealth Advisors, WMS Partners, and Goldman Sachs prior to founding TritonP”
- Professional profile
- tritonpointpartners.com/team/greg-blakereportedtritonpointpartners.comfirm site, Sep 15, 2026
- Professional profile
- tritonpointwealth.com/team/greg-blakereportedtritonpointwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- T••••••••• P•••••••• L•• independent RIA currentsince Nov 7, 2025 · Chevy Chase, Md
- T••••••••• W•••••• L•• independent RIA currentsince Oct 18, 2023 · Chevy Chase, Md
- U••••• C•••••• F•••••••• A••••••• independent RIAAug 21, 2017 to Nov 3, 2023 · Bethesda, Md
- W•• P•••••••• L•• formerDec 5, 2014 to Apr 26, 2017 · Towson, Md
- C••••••••• W••••• A•••••••• L•• formerMay 9, 2012 to Nov 19, 2014 · California, Ca
- A••••••••• L••• otherSep 12, 2007 to Mar 28, 2011 · Washington, Dc
- U••••• C•••••• F•••••••• A••••••• to T••••••••• W•••••• L••left Nov 3, 2023, registered Oct 18, 2023 (-16 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- W•• P•••••••• L•• to U••••• C•••••• F•••••••• A•••••••left Apr 26, 2017, registered Aug 21, 2017 (117 days) · Other
- C••••••••• W••••• A•••••••• L•• to W•• P•••••••• L••left Nov 19, 2014, registered Dec 5, 2014 (16 days) · Other
- A••••••••• L••• to C••••••••• W••••• A•••••••• L••left Mar 28, 2011, registered May 9, 2012 (408 days) · Other
- G•••••• E••••• B•••• left U••••• C•••••• F•••••••• A••••••• for T••••••••• W•••••• L•• (registered 2023-10-18)Nov 3, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address