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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-29 |
Branch Locations
17190 Bernardo Center Drive Suite 200, San Diego, CA 92128 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial Services | Irvine | CA | 03/2014 | 06/2026 |
| Trilogy Capital, Inc. | West Covina | CA | 02/2016 | 06/2026 |
| Lpl Financial Llc | West Covina | CA | 11/2017 | 10/2021 |
| National Planning Corporation | West Covina | CA | 11/2014 | 11/2017 |
| Osaic Wealth, Inc. | San Diego | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-31 |
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