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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 2024-02-26
  • CA RA
    APPROVED
    Since 2024-02-26

Branch Locations

12520 High Bluff Dr. #140, San Diego, CA 92130 • 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 San Diego CA 11/2023 Present
Trader Joes Lafayette CA 07/2023 11/2023
University Of California, Santa Barbara Santa Barbara CA 08/2021 07/2023
Santa Barbara City College Santa Barbara CA 07/2019 08/2021
Acalanes High School Lafayette CA 07/2015 07/2019
  • 11/2023 → Present
    Trilogy Financial
    San Diego, CA
  • 07/2023 → 11/2023
    Trader Joes
    Lafayette, CA
  • 08/2021 → 07/2023
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 07/2019 → 08/2021
    Santa Barbara City College
    Santa Barbara, CA
  • 07/2015 → 07/2019
    Acalanes High School
    Lafayette, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26

View on SEC IAPD

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