Jeanwin Yamato Doreus
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Trilogy FinancialOct 2026 to now
- Trilogy Capital, Inc.Sep 2025 to now
- Trilogy FinancialJul 2025 to Sep 2026
- Midland NationalSep 2023 to Dec 2023
- Precision WealthSep 2023 to Dec 2023
- Jersey MikesJul 2022 to Jul 2025
- Cal State FullertonJul 2021 to Jul 2025
- Domino'sJul 2020 to Dec 2020
- San Clemente High SchoolJul 2017 to Jul 2021
- San Onofre SchoolMay 2015 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Trilogy Capital, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8135378
- 281597