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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| AZ | RA | APPROVED | 2019-12-18 |
Branch Locations
2601 Main Street Suite 100, Irvine, CA 92614 • United States
16427 N Scottsdale Road Suite 360, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial | Scottsdale | AZ | 01/2019 | 03/2026 |
| Apple/ Volt | Austin | TX | 11/2017 | 08/2018 |
| Pmi Services North America | Houston | TX | 06/2017 | 11/2017 |
| Pro Mexico | Houston | TX | 11/2016 | 06/2017 |
| None | Salamanca | 01/2016 | 11/2016 | |
| Trilogy Capital | Scottsdale | AZ | 01/2019 | Present |
| None | Salamanca | 08/2018 | 01/2019 | |
| Trilogy Financial | Scottsdale | AZ | 04/2026 | Present |
2019 No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Agent- Start Date 11/2019 - 20 Hours Per Month. Sale of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-28 |
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