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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 | 2016-01-13 |
Branch Locations
980 Montecito Dr Ste 108, Corona, CA 92879 • United States
2601 Main Street Suite 100, Irvine, CA 92614 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial Services | Corona | CA | 05/2008 | Present |
| National Planning Corporation | Corona | CA | 05/2008 | 11/2017 |
| Trilogy Capital Inc | Corona | CA | 01/2015 | Present |
| Lpl Financial Llc | Corona | CA | 11/2017 | Present |
1. 11/29/2017 - Trilogy Capital Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date 12/1/2015 - 40 Hours Per Month / 40 Hours During Trading. 2. 12/20/2017 - TRILOGY FINANCIAL SERVICES, INC - Investment Related - 355 E RINCON ST - STE 200 CORONA CA 92879 - Non-Variable Insurance - EMPLOYEE/LIFE AGENT - 25% Time Spent - FIXED LIFE INSURANCE SALES; EMPLOYEE/LIFE AGENT, NO AUTHORITY OR CONTROL OVER THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-20 |
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