Gregory T. Powers

TRITONPOINT PARTNERS

San Diego, CA 92122

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CRD#: 4302842

Professional summary

Gregory Todd Powers, CFP® is a registered financial advisor currently at TRITONPOINT PARTNERS, LLC located in San Diego, California and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Gregory has worked at 10 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) TRITON POINT PARTNERS - 2/6/25 - 4225 Executive Square, Suite 1220, LaJolla, CA 92037 - Managing Director, Financial Planner/Business Owner, Invt Rel, Financial & Investment Advisory Services, 173 hrs/mo; 100 hrs/mo (during trading hours). 2.) TRITON POINT WEALTH - 10/6/23 - 4225 Executive Square, Suite 1220, LaJolla, CA 92037 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Todd Powers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

February 7, 2025 - Present

TRITONPOINT PARTNERS, LLC

Office #1: 8910 University Center Lane Suite 310, San Diego, CA 92122

RIA

CRD#: 333259

San Diego, CA

Current

May 5, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

October 18, 2023 - August 12, 2025

TRITONPOINT WEALTH, LLC

RIA

CRD#: 328398

Scottsdale, AZ

Past

September 4, 2020 - November 3, 2023

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

SCOTTSDALE, AZ

Past

September 4, 2020 - November 3, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

SCOTTSDALE, AZ

Past

November 1, 2017 - September 1, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SAN DIEGO, CA

Past

August 24, 2010 - November 3, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

SCOTTSDALE, AZ

Past

August 19, 2010 - November 1, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

SAN DIEGO, CA

Past

March 3, 2006 - August 20, 2010

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LA JOLLA, CA

Past

February 22, 2006 - August 20, 2010

MML INVESTORS SERVICES, LLC

CRD#: 10409

LA JOLLA, CA

Past

July 17, 2001 - February 21, 2006

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRITONPOINT PARTNERS, LLC

CRD#: 333259 / SEC#: 801-131295

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

Maryland

Registered Investment Advisory firm - (3/3/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(5/15/2025)

IAR

California
(2/7/2025)

California
(5/5/2025)

Colorado
(5/5/2025)

Connecticut
(5/5/2025)

Hawaii
(5/5/2025)

Kansas
(8/25/2025)

Michigan
(9/2/2025)

Nevada
(5/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/14/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/2/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TRITONPOINT PARTNERS, LLC

CRD#: 333259 / SEC#: 801-131295

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

Maryland

Registered Investment Advisory firm - (3/3/2025 Terminated)

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Contact information

Main Address

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815

Mailing Address

Phone number

(301) 799-9001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TPP ADV BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts	242
AUM (Assets Under Management)	$ 110,346,271

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gregory T. Powers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Todd Powers's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

TRITONPOINT WEALTH, LLC

MERCER ALLIED COMPANY, L.P.

GOLDMAN SACHS & CO. LLC

CETERA WEALTH SERVICES, LLC

UNITED CAPITAL FINANCIAL ADVISORS

GIRARD SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

TRITONPOINT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2001

SIE

Date: 10/1/2018

Series 7

Date: 7/16/2001

Series 24

Date: 10/2/2002

FINRA

Current Firm

TRITONPOINT PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRITONPOINT PARTNERS, LLC

TRUST BUT VERIFY

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