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Kevin Simpson

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 2025-03-15
CA RA APPROVED 2024-08-05
  • TX RA
    APPROVED
    Since 2025-03-15
  • CA RA
    APPROVED
    Since 2024-08-05

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 06/2024 Present
Trader Joe's Monrovia CA 12/2017 06/2024
California State University Fillerton Fullerton CA 01/2021 05/2023
Golden West College Huntington Beach CA 08/2020 12/2020
Coastline College Fountain Valley CA 08/2020 12/2020
Orange Coast College Costa Mesa CA 06/2019 12/2020
California State Parks Huntington Beach CA 06/2019 12/2020
Edison High School Huntington Beach CA 05/2014 11/2017
  • 06/2024 → Present
    Trilogy Financial
    Corona, CA
  • 12/2017 → 06/2024
    Trader Joe's
    Monrovia, CA
  • 01/2021 → 05/2023
    California State University Fillerton
    Fullerton, CA
  • 08/2020 → 12/2020
    Golden West College
    Huntington Beach, CA
  • 08/2020 → 12/2020
    Coastline College
    Fountain Valley, CA
  • 06/2019 → 12/2020
    Orange Coast College
    Costa Mesa, CA
  • 06/2019 → 12/2020
    California State Parks
    Huntington Beach, CA
  • 05/2014 → 11/2017
    Edison High School
    Huntington Beach, 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 2024-08-05
  • S65 Uniform Investment Adviser Law Examination
    2024-08-05

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · CORONA, CA
EDWARD JONES · CORONA, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Corona, CA
TRILOGY CAPITAL, INC. · Corona, CA
TRILOGY CAPITAL, INC. · Corona, CA
TRILOGY CAPITAL, INC. · Corona, CA
LPL FINANCIAL LLC · CORONA, CA
CITIGROUP GLOBAL MARKETS INC. · CORONA, CA

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