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Rae Nathan

Trilogy Capital, Inc.

Irvine, CA

Denver, CO

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Current Employers
Trilogy Capital, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-10-10
  • CO RA
    APPROVED
    Since 2024-10-10

Branch Locations

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

101 University Blvd. Suite 450, Denver, CO 80206 • 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 Denver CO 08/2024 Present
Unemployed Littleton CO 03/2024 07/2024
Kpmg Wellington 04/2023 03/2024
Department Of The Prime Minister & Cabinet Wellington 05/2021 04/2023
Public Service Commission Wellington 08/2018 04/2021
University Of Puget Sound Tacoma WA 01/2015 07/2017
University Of Puget Sound Tacoma WA 08/2013 07/2017
Sluggo Brewing Tacoma WA 07/2017 12/2017
Shakabrah Java Tacoma WA 12/2017 03/2018
Grill Meats Beer Wellington 04/2018 07/2018
  • 08/2024 → Present
    Trilogy Financial
    Denver, CO
  • 03/2024 → 07/2024
    Unemployed
    Littleton, CO
  • 04/2023 → 03/2024
    Kpmg
    Wellington
  • 05/2021 → 04/2023
    Department Of The Prime Minister & Cabinet
    Wellington
  • 08/2018 → 04/2021
    Public Service Commission
    Wellington
  • 01/2015 → 07/2017
    University Of Puget Sound
    Tacoma, WA
  • 08/2013 → 07/2017
    University Of Puget Sound
    Tacoma, WA
  • 07/2017 → 12/2017
    Sluggo Brewing
    Tacoma, WA
  • 12/2017 → 03/2018
    Shakabrah Java
    Tacoma, WA
  • 04/2018 → 07/2018
    Grill Meats Beer
    Wellington
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 2024-10-09
  • S65 Uniform Investment Adviser Law Examination
    2024-10-09

View on SEC IAPD

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GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
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