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Detailed Report
CASEY DETTORRE
CRD#: 5311424
IA
Investment Adviser
B
Broker
TRILOGY CAPITAL, INC.CRD#: 281597 980 Montecito Dr STE 108
Corona, CA 92879
LPL FINANCIAL LLCCRD#: 6413 980 MONTECITO DR #108
CORONA, CA 92879
Registration History
2008201020122014201620182020202220242026BLPL FINANCIAL LLC (CRD# 6413)2017 - Present (7 years)IATRILOGY CAPITAL, INC. (CRD# 281597)2016 - Present (9 years)BNATIONAL PLANNING CORPORATION (CRD# 29604)2007 - 2017 (10 years)IALPL FINANCIAL LLC (CRD# 6413)2017 - 2018 (<1 year)IANATIONAL PLANNING CORPORATION ... (CRD# 29604)2009 - 2017 (8 years)
Disclosure(s)
View By:
9/1/2015
Customer Dispute
Denied
License(s)

State Registrations

B
Arizona 9/4/2020
B
Nevada 9/4/2020
IA
California 1/13/2016
IA
Texas 7/19/2017
B
California 11/29/2017
B
Texas 6/28/2023
B
Florida 9/4/2020
B
Washington 1/23/2024
B
Missouri 11/29/2017
B
West Virginia 1/23/2024
B
Montana 11/29/2017

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
LPL FINANCIAL LLC (CRD#:6413)
980 MONTECITO DR #108, CORONA, CA 92879
MURRIETA, CA
Registered with this firm since 11/29/2017
IA
TRILOGY CAPITAL, INC. (CRD#:281597)
980 Montecito Dr STE 108, Corona, CA 92879
Registered with this firm since 1/13/2016
Previous Registration(s)
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IA
 11/29/2017 - 04/11/2018 LPL FINANCIAL LLC (CRD#:6413) FORT MILL, SC
IA
 07/23/2009 - 11/29/2017 NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) (CRD#:29604) CORONA, CA
B
 05/02/2007 - 11/29/2017 NATIONAL PLANNING CORPORATION (CRD#:29604) CORONA, 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.