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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-03-20 |
Branch Locations
980 Montecito Drive #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 | West Covina | CA | 09/2016 | 10/2021 |
| Armstrong Gardens Centers | Glendora | CA | 04/2013 | 09/2016 |
| Trilogy Capital Inc | Huntington Beach | CA | 05/2017 | Present |
| Trilogy Financial | Corona | CA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-20 |
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