Jeffrey Ralph Motske

Employer firm

Trilogy Capital, Inc. CRD 281597

$3.21B regulatory AUM 60 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1999 → 11/2017
  National Planning Corporation
  Las Flores, CA
• 11/2015 → Present
  Trilogy Capital, Inc.
  Irvine, CA
• 11/2017 → Present
  Lpl Financial Llc
  Irvine, CA
• 04/1999 → Present
  Trilogy Financial Services
  Irvine, CA

Previous Registrations

• 1999-06-04 → 2017-12-06
  National Planning Corporation
  Huntington Beach, CA
  Huntington Beach, CA
  Los Angeles, CA

Other Businesses

1. 2/14/2018 - Trilogy Capital, Inc. - DBA: (hybrid) Trilogy Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR/100% Owner Stake- - 120 Hours Per Month - I provide investment advisory services through Trilogy Capital, an independent investment advisor firm. Started this business activity in 12/2015. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 2/20/2018 - TANLYN PRODUCTIONS LLC - Not Investment Related - At Reported Business Location(s) - For-Profit Business - Manager/Sole Owner - Started 10/4/2007 - 20 Hours Per Month/10 Hours During Securities Trading - Media/Radio Show production. 3. 2/20/2018 - Trilogy Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 3/1999. 4. 2/20/2019 - No Business Name - Not Investment Related - 17011 Beach Blvd., Suite 100, Huntington Beach CA 92647 - Real Estate Rental - Started 2001 - 1 Hour Per Month During Securities Trading. 5. 7/31/2018 - Trilogy Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 6. 10/17/2022 - No Business Name - Investment Related - Home Based - Real Estate Rental - Start Date - 07/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading 7. 12/10/2024 - No Business Name - Investment Related - Home Based - Real Estate Rental - Start Date 11/06/2024 - 2 Hours Per Month/0 Hours During Trading 8. 12/10/2024 - No Business Name - Investment Related - Home Based - Real Estate Rental - Start Date 11/08/2024 - 1 Hours Per Month/0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-03
• S65 Uniform Investment Adviser Law Examination
  1998-07-03

Designations

• Certified Financial Planner