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Lena Lisa Kaloostian

Trinity Capital Management, LLC

Ventuta, CA

CRD 5391090

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Employer firm

Trinity Capital Management, LLC CRD 143097

$557M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Trinity Capital Management, Llc

607 De La Vista Ave., Santa Barbara, CA 93103 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2013-10-03
  • CA RA
    APPROVED
    Since 2013-10-03

Branch Locations

21 S California St Ste. 310, Ventuta, CA 93001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Capital Management, Llc Ontario CA 09/2013 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-30
  • S65 Uniform Investment Adviser Law Examination
    2013-01-30
Designations
  • Certified Financial Planner
Other Names
  • Lena L Dishchekenian

View on SEC IAPD

Nearby Firms

D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Emily Ann Reagan
JOHN CORDELL CLAY
HOWARD EVAN KREUTZINGER

Nearby Offices

D.A. DAVIDSON & CO. · Ventura, CA
LPL FINANCIAL LLC · VENTURA, CA
CETERA INVESTMENT ADVISERS LLC · VENTURA, CA

More in Ventuta, CA

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