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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 2018-03-20
  • CA RA
    APPROVED
    Since 2018-03-20

Branch Locations

980 Montecito Drive #108, Corona, CA 92879 • United States

2601 Main Street Suite 100, Irvine, CA 92614 • 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 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
  • 09/2016 → 10/2021
    Trilogy Financial
    West Covina, CA
  • 04/2013 → 09/2016
    Armstrong Gardens Centers
    Glendora, CA
  • 05/2017 → Present
    Huntington Beach, CA
  • 10/2021 → Present
    Trilogy Financial
    Corona, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-20
  • S65 Uniform Investment Adviser Law Examination
    2018-03-20

View on SEC IAPD

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