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Gavin Riley Dankert

Trilogy Capital, Inc.

Corona, CA

Irvine, CA

CRD 8136158

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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
CA RA APPROVED 2025-09-15
  • CA RA
    APPROVED
    Since 2025-09-15

Branch Locations

980 Montecito Dr. 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 Corona CA 07/2025 Present
Rover Seattle WA 09/2024 07/2025
Healthy Drain Tustin CA 06/2024 08/2024
San Diego State University San Diego CA 08/2023 05/2025
Riverside Poly High School Riverside CA 09/2020 05/2022
Doordash San Francisco CA 05/2020 07/2025
Arnold O. Beckman High School Irvine CA 08/2016 05/2020
  • 07/2025 → Present
    Trilogy Financial
    Corona, CA
  • 09/2024 → 07/2025
    Rover
    Seattle, WA
  • 06/2024 → 08/2024
    Healthy Drain
    Tustin, CA
  • 08/2023 → 05/2025
    San Diego State University
    San Diego, CA
  • 09/2020 → 05/2022
    Riverside Poly High School
    Riverside, CA
  • 05/2020 → 07/2025
    Doordash
    San Francisco, CA
  • 08/2016 → 05/2020
    Arnold O. Beckman High School
    Irvine, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-15
  • S65 Uniform Investment Adviser Law Examination
    2025-09-15

View on SEC IAPD

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