Michael Shoheen Bakhshi

Current Employers

Employment History

• 06/2010 → 12/2017
  National Planning Corporation
  Torrance, CA
• 11/2015 → Present
  Trilogy Capital, Inc.
  Torrance, CA
• 11/2017 → Present
  Lpl Financial Llc
  Torrance, CA
• 11/2010 → 06/2022
  Trilogy Financial Services
  Torrance, CA
• 07/2022 → Present
  Trilogy Financial Services
  Torrance, CA

Previous Registrations

• 2011-12-20 → 2017-11-29
  National Planning Corporation
  Torrance, CA

Other Businesses

1. 01/17/2018 - Trilogy Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - financial advisor/insurance rep - Start Date 6/15/2010 - 240 Hours Per Month / Hours During Trading - 90% Time Spent - Trilogy Financial Services - Life insurance, variable annuities. 2. 01/17/2018 - Trilogy Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 01/17/2018 - Ocean Park Property - Not Investment Related - Los Angeles, CA - Real Estate Rental - Sole owner - Start Date 2016/8 - 1 Hours Per Month / 0 Hours During Trading. 4. 02/14/2018 - Trilogy Capital, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 120 Hours Per Month - I provide investment advisory services through Trilogy Capital, Inc., an independent investment advisor firm. I started this business activity in 1/2018. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firms 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-29
• S63 Uniform Securities Agent State Law Examination
  2010-07-13

Other Names

• Michael Shoheen
• Michael Bakhshi