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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-01-05 |
Branch Locations
17011 Beach Blvd Suite 101, Huntington Beach, CA 92647 • 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 | Huntington Beach | CA | 02/2013 | Present |
| Trilogy Capital | Huntington Beach | CA | 04/2017 | Present |
| Lpl Financial Llc | Huntington Beach | CA | 03/2024 | Present |
| Trilogy Financial | Huntington Beach | CA | 07/2024 | 03/2026 |
| Trilogy Financial | Huntington Beach | CA | 03/2026 | Present |
1)01/31/2024 - Trilogy Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 2)01/31/2024 - Non-Variable Insurance - Hallie Dena - Inv Rel - Montpelier, VT - Start: 01/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-02 |
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