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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
1295 Corona Pointe Court Suite 101, Corona, CA 92879 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Corona | CA | 08/2006 | 11/2017 |
| Trilogy Financial Services | Corona | CA | 08/2006 | 01/2022 |
| Trilogy Capital, Inc. | Corona | CA | 11/2015 | Present |
| Lpl Financial Llc | Corona | CA | 11/2017 | 12/2025 |
| Trilogy Financial Services | Corona | CA | 01/2022 | Present |
| Osaic Wealth, Inc. | Corona | CA | 12/2025 | Present |
1. PROVIDENCE WEALTH PLANNING POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/31/2025 ADDRESS: 1295 Corona Pointe Court, Suite 101, Corona CA 92879, United States DESCRIPTION: Selling of Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-15 |
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