Rafael Alejandro Murguia Ramirez

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

• 01/2019 → 03/2026
  Trilogy Financial
  Scottsdale, AZ
• 11/2017 → 08/2018
  Apple/ Volt
  Austin, TX
• 06/2017 → 11/2017
  Pmi Services North America
  Houston, TX
• 11/2016 → 06/2017
  Pro Mexico
  Houston, TX
• 01/2016 → 11/2016
  None
  Salamanca
• 01/2019 → Present
  Trilogy Capital
  Scottsdale, AZ
• 08/2018 → 01/2019
  None
  Salamanca
• 04/2026 → Present
  Trilogy Financial
  Scottsdale, AZ

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-28