Amy M. Kane
Professional summary
Amy Marie Kane, who also goes by Amy M Cook, Amy Marie Cook, Amy M Kane, Amy Marie Kane, is a registered financial advisor currently at TRILOGY CAPITAL, INC. located in Denver, Colorado.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Amy has worked at 5 firms and has passed the Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amy Marie Kane's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 11, 2026 - Present
TRILOGY CAPITAL, INC.
Office #1: 101 University Blvd. Suite 450, Denver, CO 80206December 6, 2024 - September 8, 2025
ASHTON THOMAS SECURITIES, LLC
March 11, 2022 - December 21, 2022
ROBERT W. BAIRD & CO. INCORPORATED
March 11, 2022 - December 21, 2022
ROBERT W. BAIRD & CO. INCORPORATED
January 7, 2022 - February 25, 2022
WELLS FARGO CLEARING SERVICES, LLC
October 29, 2021 - February 25, 2022
WELLS FARGO CLEARING SERVICES, LLC
November 13, 2003 - June 20, 2006
BANC ONE SECURITIES CORPORATION
Primary Firm SEC Registration
TRILOGY CAPITAL, INC.
CRD#: 281597 / SEC#: 801-106922
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/11/2026)
Exams
Series 7TO
Date: 1/7/2022
General Securities Representative ExaminationCurrent Firm
TRILOGY CAPITAL, INC.
CRD#: 281597 / SEC#: 801-106922
Contact information
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,537 |
| AUM (Assets Under Management) | $ 2,633,357,444 |
Red Flags
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