Best Investors Account Sign in
Inactive

Desire Gonzalez

Trilogy Capital, Inc.

Irvine, CA

West Covina, CA

Claim This Profile
Current Employers
Trilogy Capital, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-01
  • CA RA
    APPROVED
    Since 2025-05-01

Branch Locations

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

1000 Lakes Drive Suite 325, West Covina, CA 91790 • 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 West Covina CA 02/2025 02/2026
Trilogy Financial Irvine CA 09/2022 02/2025
California Polytechnic State University, Pomona Pomona CA 02/2018 08/2022
Walmart Diamond Bar CA 02/2017 09/2018
99 Cents Only South El Monte CA 08/2016 02/2017
Trilogy Financial West Covina CA 02/2026 Present
  • 02/2025 → 02/2026
    Trilogy Financial
    West Covina, CA
  • 09/2022 → 02/2025
    Trilogy Financial
    Irvine, CA
  • 02/2018 → 08/2022
    California Polytechnic State University, Pomona
    Pomona, CA
  • 02/2017 → 09/2018
    Walmart
    Diamond Bar, CA
  • 08/2016 → 02/2017
    99 Cents Only
    South El Monte, CA
  • 02/2026 → Present
    Trilogy Financial
    West Covina, CA
Other Businesses

1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-01
  • S65 Uniform Investment Adviser Law Examination
    2025-05-01

View on SEC IAPD

Other Firms

VISTA POINT ASSET MANAGEMENT LLC
PRINCIPAL SECURITIES, INC.
GALLAGHER FIDUCIARY ADVISORS, LLC
EQUITABLE ADVISORS, LLC
INTEGRATED WEALTH CONCEPTS LLC
VANDERBILT ADVISORY SERVICES
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BENEFIT FINANCIAL SERVICES GROUP

Other Investors

ANH THICAM NGUYEN
HAN CHEN
Wade Allen Jones
Sylvia Yoonhee Ahn
Adam Jehad Salman
Charles Edward Gallagher
KAREN LOMAS
Arvind Mehta

Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor