TRINITYPOINT WEALTH, LLC of MILFORD, CT is an SEC-registered investment adviser (CRD 297165). Regulatory assets under management: $1.4B.
| Name | Role | Location |
|---|---|---|
| KENNEDY PETER ANTHONY | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| SHANNON JERILYN MARIE | CHIEF COMPLIANCE OFFICER | — |
| BETZIG JAMES ANDREW | PARTER, CHIEF EXECUTIVE OFFICER; PARTNER, CHIEF EXECUTIVE OFFICER | — |