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Carolina Carranza Hernandez

Trilogy Capital, Inc.

Scottsdale, AZ

Irvine, CA

CRD 7279609

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Employer firm

Trilogy Capital, Inc. CRD 281597

$3.21B regulatory AUM 60 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Trilogy Capital, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-15
AZ RA APPROVED 2021-05-12
  • TX RA
    APPROVED_RES
    Since 2025-03-15
  • AZ RA
    APPROVED
    Since 2021-05-12

Branch Locations

16427 N Scottsdale Road #360, Scottsdale, AZ 85254 • 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
OrganizationCityStateFromTo
Trilogy Financial Services Huntington Beach CA 03/2021 12/2025
Trilogy Financial Services Huntington Beach CA 09/2020 03/2021
University Of Arizona Tucson AZ 08/2019 06/2020
Citibank Hermosillo 06/2019 08/2019
Accenture Monterrey 03/2019 06/2019
Unemployed Hermosillo 01/2019 02/2019
University Student Monterrey 08/2014 12/2018
Trilogy Capital Huntington Beach CA 05/2021 Present
Trilogy Financial Services Huntington Beach CA 01/2026 Present
  • 03/2021 → 12/2025
    Trilogy Financial Services
    Huntington Beach, CA
  • 09/2020 → 03/2021
    Trilogy Financial Services
    Huntington Beach, CA
  • 08/2019 → 06/2020
    University Of Arizona
    Tucson, AZ
  • 06/2019 → 08/2019
    Citibank
    Hermosillo
  • 03/2019 → 06/2019
    Accenture
    Monterrey
  • 01/2019 → 02/2019
    Unemployed
    Hermosillo
  • 08/2014 → 12/2018
    University Student
    Monterrey
  • 05/2021 → Present
    Trilogy Capital
    Huntington Beach, CA
  • 01/2026 → Present
    Trilogy Financial Services
    Huntington Beach, CA
Other Businesses

1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-22
  • S65 Uniform Investment Adviser Law Examination
    2021-04-22

View on SEC IAPD

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