This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRILOGY CAPITAL, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Oct 29, 2021

Dual registered

no

Other names

AMY MARIE COOK|Amy Marie Kane|AMY M COOK|AMY M KANE

IAPD individual key

4695653

• Occurred

  Dec 21, 2022
  Advisor changed firm

  Amy Marie Kane left Robert W. Baird & Co. Incorporated for Trilogy Capital, Inc. (registered 2026-02-11)

  Form ADVobserved 3 days ago
• Occurred

  Feb 25, 2022
  Advisor changed firm

  Amy Marie Kane left Wells Fargo Advisors for Robert W. Baird & Co. Incorporated (registered 2022-03-11)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bceff22d-88d9-1528-b49a-db0aedd507d3

First observed

Oct 29, 2021

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.