WA
William Alan Sterling
CRD 4823837
Firms
| Firm | Role | As of |
|---|---|---|
| Tritonpoint Wealth, Llc | Registered representative | 07/20/2026 |
| Tritonpoint Capital, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Tritonpoint Partners, Llc
Owner · 10% – 25% · Oct 2024
-
Tritonpoint Wealth, Llc
Managing Member · 10% – 25% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗