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Jericho Canete

Trilogy Capital, Inc.

Irvine, CA

Corona, CA

CRD 7924872

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Employer firm

Trilogy Capital, Inc. CRD 281597

$3.21B regulatory AUM 60 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Trilogy Capital, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-01
  • CA RA
    APPROVED
    Since 2024-08-01

Branch Locations

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

980 Montecito Dr. Ste 108, Corona, CA 92879 • 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 05/2024 Present
Wells Fargo Ontario CA 03/2024 05/2024
Chimak House Riverside CA 10/2023 02/2024
Strategic Marketing Corona CA 07/2023 09/2023
The Barn Riverside CA 05/2022 06/2023
Morefire Thai Restaurant Riverside CA 01/2021 04/2022
Dunkin' Donuts Riverside CA 05/2018 12/2020
Hillcrest High School Riverside CA 05/2014 05/2018
  • 05/2024 → Present
    Trilogy Financial
    Corona, CA
  • 03/2024 → 05/2024
    Wells Fargo
    Ontario, CA
  • 10/2023 → 02/2024
    Chimak House
    Riverside, CA
  • 07/2023 → 09/2023
    Strategic Marketing
    Corona, CA
  • 05/2022 → 06/2023
    The Barn
    Riverside, CA
  • 01/2021 → 04/2022
    Morefire Thai Restaurant
    Riverside, CA
  • 05/2018 → 12/2020
    Dunkin' Donuts
    Riverside, CA
  • 05/2014 → 05/2018
    Hillcrest High School
    Riverside, CA
Other Businesses

1. INSURANCE AGENT. VARIOUS CARRIERS. LIFE & HEALTH. NOT INVESTMENT RELATED. TIME SPENT = LESS THAN 10%/ MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-01
  • S65 Uniform Investment Adviser Law Examination
    2024-08-01

View on SEC IAPD

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