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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-15 |
| CA | RA | APPROVED | 2023-10-24 |
Branch Locations
2601 Main Street Suite 100, Irvine, CA 92614 • United States
1000 Lakes Dr. Ste 325, West Covina, CA 91790-2927 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Capital, Inc. | Huntington Beach | CA | 08/2022 | 12/2022 |
| Mount San Antonio College/ Cal State University | Los Angeles | CA | 08/2016 | 06/2021 |
| Trilogy Financial | West Covina | CA | 08/2022 | 02/2026 |
| Unemployed | Los Angeles | CA | 07/2021 | 08/2022 |
| Trilogy Capital, Inc. | West Covina | CA | 03/2023 | Present |
| Trilogy Financial | West Covina | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-17 |
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