Robert Joseph Dolan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → Present
  Lpl Financial Corporation
  Quincy, MA
• 06/2008 → 02/2024
  Flagship Wealth Management
  Quincy, MA
• 02/2024 → Present
  Trilogy Capital, Inc.
  Irvine, CA
• 02/2024 → Present
  Flagship Wealth Powered By Trilogy Finanical
  Hingham, MA

Previous Registrations

• 2009-02-23 → 2009-12-31
  Flagship Wealth Management
  Quincy, MA
• 2000-07-16 → 2003-06-30
  Wells Fargo Clearing Services, Llc
  Boston, MA

Other Businesses

1. 7/1/2008 - DBA ONLY - FLAGSHIP WEALTH MANAGEMENT - TIME SPENT 100% - QUINCY, MA. 2. 12/9/2008 - NON-VARIABLE INSURANCE - MET LIFE - SUBMITTING FIXED ANNUITY BUSINESS WITH MET LIFE. - TIME SPENT 5% - QUINCY, MA. 3. 2/13/2009 - NON-VARIABLE INSURANCE - SELL TERM INSURANCE THROUGH BISYS. - TIME SPENT 5% - QUINCY, MA 4. 08/01/2019 - Flagship Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/18/2019 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 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. 6. 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 02/23/2024 - 120 Hours Per Month/ 8 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-24
• S63 Uniform Securities Agent State Law Examination
  1995-04-28

Other Names

• Bob Dolan