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Kathleen Marie Donnelly

Trilogy Capital, Inc.

Corona, CA

Irvine, CA

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Current Employers
Trilogy Capital, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-03-18
CA RA APPROVED 2017-07-06
  • TX RA
    APPROVED
    Since 2019-03-18
  • CA RA
    APPROVED
    Since 2017-07-06

Branch Locations

980 Montecito Dr Suite 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 Corona CA 01/2017 Present
Solar City San Diego CA 06/2015 01/2017
Trilogy Capital Inc Huntington Beach CA 01/2017 Present
National Planning Corporation Irvine CA 01/2017 12/2017
  • 01/2017 → Present
    Trilogy Financial
    Corona, CA
  • 06/2015 → 01/2017
    Solar City
    San Diego, CA
  • 01/2017 → Present
    Trilogy Capital Inc
    Huntington Beach, CA
  • 01/2017 → 12/2017
    National Planning Corporation
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-06
  • S65 Uniform Investment Adviser Law Examination
    2017-07-06

View on SEC IAPD

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