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Union, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial Sevices | Woodland Hills | CA | 09/2015 | 06/2020 |
| National Planning Corporation | Woodland Hills | CA | 09/2016 | 12/2017 |
| Trilogy Capital | Woodland Hills | CA | 05/2017 | 06/2020 |
| Hightower Advisors, Llc | Chicago | IL | 07/2020 | 11/2020 |
| Jrs Investments And Wealth Preservation, Llc | San Diego | CA | 05/2021 | Present |
| Kixie | San Diego | CA | 12/2020 | 04/2021 |
| Tutorly | San Diego | CA | 10/2021 | Present |
Tutorly: An on line tutoring company specially designed for customized learning for k-12 students. This business is non investment related. Alex is a Student Success Team Leader. Started in Oct. 2021 Alex works a flexible work schedule (Paid by 1099 as a independent contractor) and works remotely and this business does not affect his investment services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-05 |
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