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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-11-15 |
| TX | RA | APPROVED | 2021-11-19 |
Branch Locations
2601 Main Street Suite 100, Irvine, CA 92614 • United States
101 University Blvd Suite 450, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Capital, Inc. | Huntington Beach | CA | 06/2020 | Present |
| Trilogy Financial Services | Denver | CO | 06/2020 | 03/2026 |
| Colorado State University | Fort Collins | CO | 06/2016 | 06/2020 |
| Trilogy Financial Services | Denver | CO | 04/2026 | Present |
2021- Trilogy Financial Services Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Trilogy Financial Services Inc - life, accident & health insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
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