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Trilogy Capital, Inc. CRD 281597
$3.21B regulatory AUM 60 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-18 |
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-06 |
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