Jeffrey David Seuferling

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

• 11/2015 → Present
  Trilogy Capital, Inc
  Corona, CA
• 11/2017 → Present
  Lpl Financial Llc
  Corona, CA
• 10/1999 → Present
  Trilogy Financial Services Inc
  Corona, CA
• 10/1999 → 11/2017
  National Planning Corporation
  Corona, CA

Previous Registrations

• 2003-12-11 → 2017-11-29
  National Planning Corporation
  Corona, CA
  Los Angeles, CA

Other Businesses

1. 01/10/2018 - Trilogy Financial Services - Investment Related - 2601 MAIN STREET, SUITE 150 - IRVINE, CA 92614 - Insurance Agency - Insurance Sales - Start Date 10/1/1999. 2. 02/14/2018 - Trilogy Capital Inc., - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 12/1/2015 - 20 Hours Per Month/20 During Securities Trading - I provide investment advisory services through Trilogy Capital Inc, an independent investment advisor firm. I started this business activity in 1/2018. I expect to spend approximately 20 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. 3. 12/26/2018 - Trilogy Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/1999 - 2 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-02
• S63 Uniform Securities Agent State Law Examination
  1997-09-27

Designations

• Certified Financial Planner