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Orlando Plascencia

Trinity Capital Management, LLC

Upland, CA

Santa Barbara, CA

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Current Employers
Trinity Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-12
  • CA RA
    APPROVED
    Since 2026-06-12

Branch Locations

1225 E 16Th St. Suite B-2, Upland, CA 91784 • United States

607 De La Vista Ave., Santa Barbara, CA 93103 • 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
Clover Financial & Ins. Svcs, Inc Dba Trinity Financial Partners Rancho Cucamonga CA 05/2005 09/2022
Trinity Capital Management, Llc Rancho Cucamonga CA 09/2022 Present
  • 05/2005 → 09/2022
    Clover Financial & Ins. Svcs, Inc Dba Trinity Financial Partners
    Rancho Cucamonga, CA
  • 09/2022 → Present
    Trinity Capital Management, Llc
    Rancho Cucamonga, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-12
  • S65 Uniform Investment Adviser Law Examination
    2026-06-12

View on SEC IAPD

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Other Offices

TRINITY FINANCIAL PARTNERS · UPLAND, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · UPLAND, CA
CHARLES SCHWAB & CO., INC. · Upland, CA
J.P. MORGAN SECURITIES LLC · UPLAND, CA
WELLS FARGO CLEARING SERVICES, LLC · UPLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALTA LOMA, CA
J.P. MORGAN SECURITIES LLC · RANCHO CUCAMONGA, CA
EDWARD JONES · ALTA LOMA, CA

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