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Detailed Report
JEFFREY DAVID SEUFERLING
CRD#: 2934300
IA
Investment Adviser
B
Broker
TRILOGY CAPITAL, INC.CRD#: 281597 980 Montecito Drive, Suite 108
Corona, CA 92879
LPL FINANCIAL LLCCRD#: 6413 980 MONTECITO DR #108
CORONA, CA 92879
Registration History
199820002002200420062008201020122014201620182020202220242026IATRILOGY CAPITAL, INC. (CRD# 281597)2015 - Present (9 years)BLPL FINANCIAL LLC (CRD# 6413)2017 - Present (7 years)BNATIONAL PLANNING CORPORATION (CRD# 29604)1999 - 2017 (18 years)BWFP SECURITIES (CRD# 35098)1997 - 1999 (2 years)IALPL FINANCIAL LLC (CRD# 6413)2017 - 2018 (<1 year)IANATIONAL PLANNING CORPORATION ... (CRD# 29604)2003 - 2017 (13 years)
License(s)

State Registrations

B
Arizona 11/29/2017
B
Minnesota 9/9/2021
B
Arkansas 11/16/2023
B
Missouri 11/29/2017
IA
California 11/23/2015
B
Nebraska 9/9/2021
B
California 11/29/2017
B
Nevada 11/29/2017
B
Florida 11/29/2017
B
New York 9/9/2021
B
Georgia 2/23/2021
B
North Carolina 4/7/2022
B
Hawaii 2/23/2021
B
North Dakota 9/9/2021
B
Idaho 11/29/2017
B
Pennsylvania 2/23/2021
B
Indiana 9/9/2021
B
South Carolina 9/9/2021
B
Iowa 11/29/2017
B
Texas 11/29/2017
B
Kansas 11/29/2017
IA
Texas 3/15/2025
B
Maryland 4/7/2022
B
Utah 11/29/2017
B
Massachusetts 11/29/2017
B
Washington 2/23/2021

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)
980 Montecito Drive, Suite 108, Corona, CA 92879
Registered with this firm since 11/23/2015
B
LPL FINANCIAL LLC (CRD#:6413)
980 MONTECITO DR #108, CORONA, CA 92879
12520 HIGH BLUFF DR STE 140, SAN DIEGO, CA 92130
Registered with this firm since 11/29/2017
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 11/29/2017 - 04/17/2018 LPL FINANCIAL LLC (CRD#:6413) FORT MILL, SC
IA
 12/11/2003 - 11/29/2017 NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) (CRD#:29604) CORONA, CA
B
 10/21/1999 - 11/29/2017 NATIONAL PLANNING CORPORATION (CRD#:29604) CORONA, CA
B
 09/03/1997 - 10/15/1999 WFP SECURITIES (CRD#:35098) SAN DIEGO, CA
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.