Best Investors Account Sign in
Inactive

Sylvia Elise James

Trilogy Capital, Inc.

Corona, CA

Irvine, CA

Claim This Profile
Current Employers
Trilogy Capital, Inc.

2601 Main Street Suite 100, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-15
CA RA APPROVED 2019-12-19
  • TX RA
    APPROVED_RES
    Since 2025-03-15
  • CA RA
    APPROVED
    Since 2019-12-19

Branch Locations

980 Montecito Drive Suite 108, Corona, CA 92879 • United States

2601 Main Street Suite 100, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trilogy Financial Services Corona CA 07/2019 Present
Trilogy Capital, Inc. Huntington Beach CA 07/2019 Present
Performance Scl Irvine CA 01/2017 03/2018
Bmw Management Inc. Temecula CA 04/2018 07/2019
Biola University La Mirada CA 08/2012 01/2017
  • 07/2019 → Present
    Trilogy Financial Services
    Corona, CA
  • 07/2019 → Present
    Trilogy Capital, Inc.
    Huntington Beach, CA
  • 01/2017 → 03/2018
    Performance Scl
    Irvine, CA
  • 04/2018 → 07/2019
    Bmw Management Inc.
    Temecula, CA
  • 08/2012 → 01/2017
    Biola University
    La Mirada, CA
Other Businesses

7/20/2020- INSURANCE AGENT- ACCIDENT AND HEALTH. CORONA, CA. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT: 10%/ MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-19
  • S65 Uniform Investment Adviser Law Examination
    2019-12-19
Other Names
  • Sylvia Elise Clegg

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL FINANCIAL LLC
CITIGROUP GLOBAL MARKETS INC.
ARAGON ADVISORS
PACIFIC CAPITAL
CETERA INVESTMENT ADVISERS LLC

Other Investors

KYLE NATHANIEL MASSEY
Tyler Brashears
PAUL MICHAEL LEONE
IAN MITCHELL MASSEY
JON MARK MASSEY
RICHARD HIGBEE
Andrew David Anderson
Chris J Alvarado

Other Offices

OSAIC WEALTH, INC. · CORONA, CA
EDWARD JONES · CORONA, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Corona, CA
TRILOGY CAPITAL, INC. · Corona, CA
TRILOGY CAPITAL, INC. · Corona, CA
TRILOGY CAPITAL, INC. · Corona, CA
LPL FINANCIAL LLC · CORONA, CA
CITIGROUP GLOBAL MARKETS INC. · CORONA, CA

More in Corona, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor