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JT

Justin A. Tyrrell

TRILOGY CAPITAL
West Covina, CA 91790
Some features on this profile are disabled
CRD#: 6175349
JT

Professional summary

Justin Anthony Tyrrell, who also goes by Justin Tyrell, is a registered financial advisor currently at TRILOGY CAPITAL, INC. located in West Covina, California and LPL FINANCIAL LLC located in West Covina, California.

Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Justin has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Justin Tyrell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Anthony Tyrrell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 5, 2016 - Present

TRILOGY CAPITAL, INC.

Office #1: 1000 Lakes Dr Suite 330, West Covina, CA 91790
RIA
CRD#: 281597
West Covina, CA
Current

January 4, 2022 - Present

LPL FINANCIAL LLC

Office #1: 1000 Lakes Dr Ste 325, West Covina, CA 91790
RIA
BD
CRD#: 6413
West Covina, CA
Past

November 29, 2017 - December 31, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
WEST COVINA, CA
Past

November 29, 2017 - October 28, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
WEST COVINA, CA
Past

February 5, 2015 - November 29, 2017

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
WEST COVINA, CA
Past

April 10, 2013 - November 29, 2017

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
WEST COVINA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TRILOGY CAPITAL, INC.
E.F. HEAGEN & ASSOCIATES | TRILOGY INVESTMENT SERVICES, LLC | TRILOGY FINANCIAL SERVICES | TRILOGY CAPITAL, INC.

CRD#: 281597 / SEC#: 801-106922

RIA
Registered Investment Advisory firm - (11/16/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(2/22/2022)
IAR
California
(1/5/2016)
RR
California
(1/4/2022)
RR
Colorado
(4/2/2024)
RR
Florida
(3/29/2024)
RR
Texas
(4/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/30/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/29/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/9/2013
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TRILOGY CAPITAL, INC.
E.F. HEAGEN & ASSOCIATES | TRILOGY INVESTMENT SERVICES, LLC | TRILOGY FINANCIAL SERVICES | TRILOGY CAPITAL, INC.

CRD#: 281597 / SEC#: 801-106922

RIA
Registered Investment Advisory firm - (11/16/2015 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2601 Main Street Suite 100, Irvine, CA 92614
Mailing Address
Phone number
(949) 221-8105
Established
Firm type
Fiscal year end
# of Employees
74

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE 2026 (3/9/2026)
PART 2A BROCHURE (3/9/2026)

Regulatory assets under management

Total Number of Accounts18,988
AUM (Assets Under Management)$ 3,210,026,097

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRILOGY CAPITAL, INC.

CRD#: 281597West Covina, CA 91790

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