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1005 S. Gaylord Street, Denver, CO 80209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-18 |
| CA | RA | APPROVED | 2025-03-17 |
| CO | RA | APPROVED | 2025-03-17 |
| NE | RA | APPROVED | 2025-03-17 |
| NY | RA | APPROVED | 2025-03-17 |
| TX | RA | APPROVED | 2025-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial Services | Denver | CO | 11/2015 | Present |
| Lyft | Denver | CO | 07/2015 | 03/2017 |
| National Planning Corporation | Denver | CO | 05/2016 | 11/2017 |
| Trilogy Capital, Inc. | Denver | CO | 10/2016 | Present |
| Lpl Financial Llc | Denver | CO | 11/2017 | 01/2019 |
| Lpl Financial, Llc | Denver | CO | 06/2020 | 10/2021 |
1. 06/18/2020 - MJB FINANCIAL INC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ DENVER, CO 2. 10/01/2015 - TRILOGY FINANCIAL SERVICES/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 100%/ DENVER, CO 3. 7/7/2020 - Trilogy Capital, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 12/1/2015 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide administrative support to Triolgy Capital, Inc., an independent investment advisor firm. I started this business activity in 12/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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. 4. 1/2020- Cherry Creek Young Professional Board, Vice President. No compensation. Not investment related. No check writing authority. Time spent: 5 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-01 |
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