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Ashley Jeanett Robles Robles

Trilogy Capital, Inc.

Irvine, CA

Scottsdale, AZ

CRD 7971684

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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:

Current Employers
Trilogy Capital, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-12-18
  • AZ RA
    APPROVED
    Since 2024-12-18

Branch Locations

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

16427 N Scottsdale Rd. #360, Scottsdale, AZ 85254 • 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 Scottsdale AZ 08/2024 01/2026
Discount Tire Of America Fort Collins CO 10/2023 08/2024
University Of Northern Colorado Greeley CO 01/2022 03/2023
U.S. Army Fort Campbell KY 08/2017 04/2021
Flowing Wells High School Tucson AZ 08/2013 05/2017
University Of Northern Colorado Greeley CO 04/2021 05/2023
Colorado State University Fort Collins CO 05/2023 08/2023
Trilogy Financial Scottsdale CA 01/2026 Present
  • 08/2024 → 01/2026
    Trilogy Financial
    Scottsdale, AZ
  • 10/2023 → 08/2024
    Discount Tire Of America
    Fort Collins, CO
  • 01/2022 → 03/2023
    University Of Northern Colorado
    Greeley, CO
  • 08/2017 → 04/2021
    U.S. Army
    Fort Campbell, KY
  • 08/2013 → 05/2017
    Flowing Wells High School
    Tucson, AZ
  • 04/2021 → 05/2023
    University Of Northern Colorado
    Greeley, CO
  • 05/2023 → 08/2023
    Colorado State University
    Fort Collins, CO
  • 01/2026 → Present
    Trilogy Financial
    Scottsdale, CA
Other Businesses

1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-18
  • S65 Uniform Investment Adviser Law Examination
    2024-11-18
Other Names
  • Ashley Jeanett Robles

View on SEC IAPD

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