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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-15 |
| AZ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-22 |
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