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David Michael Mcdonough

Trilogy Capital, Inc.

Hingham, MA

Irvine, CA

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Current Employers
Trilogy Capital, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-04-09
  • MA RA
    APPROVED
    Since 2024-04-09

Branch Locations

25 Recreation Drive Suite 106, Hingham, MA 02043 • 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
Lpl Financial Llc Hingham MA 06/2008 Present
Trilogy Capital, Inc Irvine CA 02/2024 Present
Flagship Wealth Powered By Trilogy Financial Hingham MA 02/2024 Present
  • 06/2008 → Present
    Lpl Financial Llc
    Hingham, MA
  • 02/2024 → Present
    Irvine, CA
  • 02/2024 → Present
    Flagship Wealth Powered By Trilogy Financial
    Hingham, MA
Previous Registrations
  • 2008-08-19 → 2009-12-31
    Flagship Wealth Management
    Quincy, MA
Other Businesses

1. 06/27/2008 - FLAGSHIP WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/31/2019 - Flagship Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/22/2019 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 03/13/2024 - Trilogy Capital, Inc. - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/29/2024 - 120 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Trilogy Capital, Inc., an independent investment advisor firm. I started this business activity in 02/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 06/12/2024 - Flagship Wealth powered by Trilogy - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/29/2024 - 120 Hours per Month/ 8 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-10-13
S63 Uniform Securities Agent State Law Examination 1994-08-25
  • S65 Uniform Investment Adviser Law Examination
    1995-10-13
  • S63 Uniform Securities Agent State Law Examination
    1994-08-25

View on SEC IAPD

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