Atenas J Martinez

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Trilogy Financial
  San Diego, CA
• 09/2022 → 01/2024
  Sd Showdown
  Hollywood, CA
• 08/2021 → 08/2022
  Trilogy Financial
  San Diego, CA
• 09/2018 → 08/2021
  Fallbrook Spine Center
  Fallbrook, CA
• 08/2017 → 06/2021
  Fallbrook High School
  Fallbrook, CA
• 01/2017 → 08/2017
  Unemployed
  Fallbrook, CA
• 12/2015 → 01/2017
  Wells Fargo
  Oceanside, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-27

Other Names

• Atenas Jatziri Martinez