Dale Sarpard

Current Employers

Trilogy Capital, Inc.

2601 Main Street Suite 100, Irvine, CA 92614 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-15
MA	RA	APPROVED	2017-09-05

TX RA
APPROVED_RES

Since 2025-03-15
MA RA
APPROVED

Since 2017-09-05

Branch Locations

25 Recreation Drive Suite 106, Hingham, MA 02043 • United States

2601 Main Street Suite 100, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Arlington High School / University Of Massachusetts Dartmouth	Arlington	MA	01/2006	09/2016
Trilogy Financial Services	Woburn	MA	06/2016	10/2025
Trilogy Capital, Inc.	Woburn	MA	07/2017	Present
National Planning Corporation	Woburn	MA	06/2016	11/2017
Lpl Financial Llc	Woburn	MA	11/2017	08/2019
Vp Of Wealth Management	Woburn	MA	10/2025	Present

01/2006 → 09/2016

Arlington High School / University Of Massachusetts Dartmouth

Arlington, MA
06/2016 → 10/2025

Trilogy Financial Services

Woburn, MA
07/2017 → Present

Trilogy Capital, Inc.

Woburn, MA
06/2016 → 11/2017

National Planning Corporation

Woburn, MA
11/2017 → 08/2019

Lpl Financial Llc

Woburn, MA
10/2025 → Present

Vp Of Wealth Management

Woburn, MA

Other Businesses

Trilogy Financial Services, 10 Mall Rd. #301 Burlington, MA 01803, Employee - Wealth Advisor and Insurance Agent, 6/6/2016, 25 hours total, 25 during trading hours, Fixed Insurance.--

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-09-01

S65 Uniform Investment Adviser Law Examination

2017-09-01

View on SEC IAPD

Current Employers

Trilogy Capital, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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