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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-20 |
| CA | RA | APPROVED | 2016-01-13 |
Branch Locations
980 Montecito Dr Ste 108, Corona, CA 92879 • 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 |
|---|---|---|---|---|
| Trilogy Financial Services | Corona | CA | 08/2014 | 01/2020 |
| National Planning Corporation | Corona | CA | 09/2014 | 12/2017 |
| Trilogy Capital Inc | Corona | CA | 01/2015 | Present |
| Trilogy Financial Services | Corona | CA | 01/2020 | 01/2026 |
| Trilogy Financial Services | Corona | CA | 01/2026 | Present |
1. 02/26/2018 - Trilogy Capital, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 40 Hours Per Month/20 During Securities Trading - I provide investment advisory services through Trilogy Capital, Inc., an independent investment advisor firm. I started this business activity in 11/2017. I expect to spend approximately 40 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 2. 1/1/20- Corona Chamber of Commerce. Member. Attends meetings and uses as a networking opportunity. Not investment related. Receives no income. 2 hours/ month. 3. 12/18/2014- CA real estate license. Active Agent. Not investment related. May receive income for the sale of properties. 0 hours/ month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-08 |
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