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Matthew Stephen Lyons

Trilogy Capital, Inc.

Irvine, CA

San Diego, CA

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Current Employers
Trilogy Capital, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-12-14
  • CA RA
    APPROVED
    Since 2023-12-14

Branch Locations

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

12520 High Bluff Dr Ste 140, San Diego, CA 92130 • 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
Trilogy Financial Services San Diego CA 10/2023 Present
Empower Greenwood Village CO 08/2022 10/2023
Vail Reports Bloomfield CO 01/2021 05/2022
Epting Events Athens GA 05/2019 10/2020
Savannah Golf Club Savannah GA 04/2014 07/2020
  • 10/2023 → Present
    Trilogy Financial Services
    San Diego, CA
  • 08/2022 → 10/2023
    Empower
    Greenwood Village, CO
  • 01/2021 → 05/2022
    Vail Reports
    Bloomfield, CO
  • 05/2019 → 10/2020
    Epting Events
    Athens, GA
  • 04/2014 → 07/2020
    Savannah Golf Club
    Savannah, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-14
  • S65 Uniform Investment Adviser Law Examination
    2023-12-14

View on SEC IAPD

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