Casey Dettorre

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

• 03/2007 → Present
  Trilogy Financial Services
  Corona, CA
• 03/2007 → 11/2017
  National Planning Corporation
  Cororan, CA
• 01/2015 → Present
  Trilogy Capital Inc
  Corona, CA
• 11/2017 → Present
  Lpl Financial Llc
  Corona, CA

Previous Registrations

• 2009-07-23 → 2017-11-29
  National Planning Corporation
  Corona, CA

Other Businesses

1. 11/29/2017 - Trilogy Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Investment Executive - Start Date 04/2007 - 10 Hours Per Month. 2. 02/20/2018 - Trilogy Capital, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 12/01/2015 - 120 Hours Per Month/120 During Securities Trading - I provide investment advisory services through Trilogy Capital, Inc., an independent investment advisor firm. I started this business activity in 11/2017. 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

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-15
• S63 Uniform Securities Agent State Law Examination
  2007-06-04

Designations

• Certified Financial Planner