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Detailed Report
ROBERT JOSEPH DOLAN
BOB DOLAN
CRD#: 2566599
IA
Investment Adviser
B
Broker
TRILOGY CAPITAL, INC.CRD#: 281597 One Derby Street
Suite 205
Hingham, MA 02043
LPL FINANCIAL LLCCRD#: 6413 ONE DERBY STREET, SUITE 205
HINGHAM, MA 02043
Registration History
19952000200520102015202020252 FIRMS2000 - 2003 (3 years)IATRILOGY CAPITAL, INC. (CRD# 281597)2024 - Present (1 year)BLPL FINANCIAL LLC (CRD# 6413)2008 - Present (16 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2003 - 2008 (5 years)BLEGG MASON WOOD WALKER, INCORP... (CRD# 6555)1998 - 2000 (1 year)BPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1996 - 1998 (2 years)BAEI INCORPORATED (CRD# 6158)1995 - 1995 (<1 year)IALPL FINANCIAL LLC (CRD# 6413)2008 - 2024 (15 years)IAFLAGSHIP WEALTH MANAGEMENT (CRD# 147404)2009 - 2009 (<1 year)
License(s)

State Registrations

B
California 11/10/2020
B
New Hampshire 6/27/2008
B
District of Columbia 6/27/2008
B
New Jersey 7/3/2008
B
Florida 1/12/2018
B
New York 6/27/2008
B
Maine 7/3/2008
B
North Carolina 8/28/2015
B
Maryland 8/27/2024
B
Rhode Island 7/3/2008
B
Massachusetts 6/27/2008
B
South Carolina 1/8/2016
IA
Massachusetts 3/21/2024
B
Texas 10/23/2019
B
Nevada 7/9/2024
B
Virginia 10/31/2018

SRO Registrations

B
 FINRA

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRILOGY CAPITAL, INC. (CRD#:281597)
One Derby Street Suite 205, Hingham, MA 02043
Registered with this firm since 2/28/2024
B
LPL FINANCIAL LLC (CRD#:6413)
ONE DERBY STREET, SUITE 205, HINGHAM, MA 02043
Registered with this firm since 6/27/2008
Previous Registration(s)
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IA
 07/28/2008 - 05/30/2024 LPL FINANCIAL LLC (CRD#:6413) QUINCY, MA
IA
 02/23/2009 - 12/31/2009 FLAGSHIP WEALTH MANAGEMENT (CRD#:147404) QUINCY, MA
B
 06/27/2003 - 06/30/2008 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) HINGHAM, MA
IA
 07/16/2000 - 06/30/2003 WACHOVIA SECURITIES, LLC (CRD#:19616) BOSTON, MA
B
 06/01/2000 - 06/30/2003 WACHOVIA SECURITIES, LLC (CRD#:19616) ST. LOUIS, MO
B
 10/09/1998 - 06/05/2000 LEGG MASON WOOD WALKER, INCORPORATED (CRD#:6555) BALTIMORE, MD
B
 03/22/1996 - 10/15/1998 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) NEW YORK, NY
B
 04/26/1995 - 12/20/1995 AEI INCORPORATED (CRD#:6158) ST. PAUL, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.