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Trilogy Capital, Inc. CRD 281597
$3.21B regulatory AUM 60 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-12-01 |
Branch Locations
12520 High Bluff Drive #140, San Diego, CA 92130 • United States
2601 Main Street Suite 100, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | San Diego | CA | 04/1999 | 12/2017 |
| Trilogy Capital, Inc. | San Diego | CA | 11/2015 | Present |
| Lpl Financial Llc | San Diego | CA | 11/2017 | 01/2019 |
| Trilogy Financial Services | San Diego | CA | 11/1999 | Present |
1. 07/31/2018 - Trilogy Financial Services Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - 10 Hours Per Month / 10 Hours During Trading - Trilogy Financial Services Inc.; Life Insurance, Fixed Annuity. 2. 10/2018. Leon & Harriett Bolotin Family Trust. Power of Attorney No compensation received. Less than 1% of time each month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-18 |
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