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Evelyn Pachuca Lazo

Trilogy Capital, Inc.

Irvine, CA

West Covina, CA

CRD 8144202

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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 2025-10-17
  • CA RA
    APPROVED
    Since 2025-10-17

Branch Locations

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

1000 Lakes Drive Suite 325, West Covina, CA 91790 • 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 West Covina CA 08/2025 06/2026
Community Programs Office Los Angeles CA 10/2021 08/2025
University Of California - Los Angeles Los Angeles CA 08/2021 06/2025
National Academy Of Athletics Santa Rosa CA 06/2021 08/2021
Extreme Food And Beverage Ukiah CA 08/2021 08/2021
Evsdesignsco - Etsy Shop Santa Rosa CA 05/2020 09/2021
Extreme Food And Beverage Ukiah CA 08/2019 08/2019
Macy's Santa Rosa CA 04/2019 07/2020
Extreme Food And Beverage Ukiah CA 08/2018 08/2018
Roseland University Prep Santa Rosa CA 08/2017 05/2021
Extreme Food And Beverage Ukiah CA 08/2017 08/2017
Roseland Accelerated Middle School Santa Rosa CA 08/2015 08/2018
Trilogy Financial West Covina CA 07/2026 Present
  • 08/2025 → 06/2026
    Trilogy Financial
    West Covina, CA
  • 10/2021 → 08/2025
    Community Programs Office
    Los Angeles, CA
  • 08/2021 → 06/2025
    University Of California - Los Angeles
    Los Angeles, CA
  • 06/2021 → 08/2021
    National Academy Of Athletics
    Santa Rosa, CA
  • 08/2021 → 08/2021
    Extreme Food And Beverage
    Ukiah, CA
  • 05/2020 → 09/2021
    Evsdesignsco - Etsy Shop
    Santa Rosa, CA
  • 08/2019 → 08/2019
    Extreme Food And Beverage
    Ukiah, CA
  • 04/2019 → 07/2020
    Macy's
    Santa Rosa, CA
  • 08/2018 → 08/2018
    Extreme Food And Beverage
    Ukiah, CA
  • 08/2017 → 05/2021
    Roseland University Prep
    Santa Rosa, CA
  • 08/2017 → 08/2017
    Extreme Food And Beverage
    Ukiah, CA
  • 08/2015 → 08/2018
    Roseland Accelerated Middle School
    Santa Rosa, CA
  • 07/2026 → Present
    Trilogy Financial
    West Covina, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-16
  • S65 Uniform Investment Adviser Law Examination
    2025-10-16

View on SEC IAPD

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