Hannah Rose Alves

Employer firm

Dunham CRD 13162

$5.63B regulatory AUM 13,200 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2018 → 06/2019
  Journeys
  Concord, CA
• 06/2019 → 10/2019
  Crepes N Cream
  Matinez, CA
• 06/2020 → 08/2020
  Athleta
  Walnut Creek, CA
• 06/2021 → 09/2025
  Salon 650
  San Diego, CA
• 09/2025 → 03/2026
  Trilogy Finance
  San Diego, CA
• 08/2016 → 06/2020
  Carondelet High Highschool
  Concord, CA
• 08/2020 → 05/2025
  San Diego State University
  San Diego, CA
• 04/2026 → Present
  Dunham & Associates Investment Counsel, Inc.
  San Diego, CA

Previous Registrations

• 2026-01-05 → 2026-03-30
  Trilogy Capital, Inc.
  Irvine, CA
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-05