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2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-19 |
| CA | RA | APPROVED | 2018-02-05 |
Branch Locations
980 Montecito Drive Suite 180, 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 Capital Inc | Huntington Beach | CA | 01/2018 | Present |
| Trilogy Financial Services | Corona | CA | 10/2017 | 06/2026 |
| Uc Riverside | Riverside | CA | 07/2013 | 06/2017 |
| Unemployed | Riverside | CA | 06/2017 | 09/2017 |
| Trilogy Financial Services | Corona | CA | 07/2026 | Present |
Insurance Agent 2018- Present. Licensed insurance salesman for life, health and fixed annuity. Spends less than 10% of his time on this activity each month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-05 |
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