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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| CA | RA | APPROVED | 2015-12-01 |
Branch Locations
2601 Main Street Suite 100, Irvine, CA 92614 • United States
2601 Main Street Suite 100, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Npc | Irvine | CA | 02/2001 | 12/2017 |
| Trilogy Capital, Inc. | Irvine | CA | 11/2015 | Present |
| Lpl Financial Llc | Irvine | CA | 11/2017 | 12/2021 |
| Trilogy Financial Services | Irvine | CA | 01/2001 | Present |
1. 12/05/2017 - Trilogy Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Life Agent - Start Date 2/26/2001 - Time Spent 10% - Life/Term, LTC, DI, Fixed Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-14 |
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