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Trilogy Capital, Inc. CRD 281597
$3.21B regulatory AUM 60 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-05-17 |
Branch Locations
101 University Blvd Suite 400, Denver, CO 80206 • 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 | Denver | CO | 05/2016 | Present |
| Trilogy Capital Inc | Denver | CO | 05/2017 | Present |
1. Trilogy Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - AGENT - Start Date 2017 - 20 Hours Per Month / 15 Hours During Trading - Trilogy Financial Services; Fixed Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-16 |
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