Orlando Plascencia has been an investment adviser representative at Trinity Capital Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Trinity Capital Management, LLC is a Santa Barbara, CA firm with $557M under management, 393 clients and 4 advisers across 3 offices, as of its April 2026 filing.
- – present · under a yearUpland, CA · Adviser representative · Firm CRD 143097
Investment adviser representative registrations
Orlando Plascencia is registered as an investment adviser representative in California, since June 2026.
- CaliforniaSince 12 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5455702
- Firm
- Trinity Capital Management · CRD 143097
- Office
- 1225 E 16th St., Suite B-2, Upland, CA 91784
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Orlando Plascencia work?
Orlando Plascencia is an investment adviser representative registered through Trinity Capital Management, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Orlando Plascencia a financial advisor?
Yes. Orlando Plascencia has a current investment-adviser registration in California, through Trinity Capital Management since June 2026.
How many years of experience does Orlando Plascencia have?
Orlando Plascencia has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Orlando Plascencia passed?
Orlando Plascencia passed the Series 65 in June 2026.
Where is Orlando Plascencia based?
Orlando Plascencia’s registered office is in Upland, CA.
Is Orlando Plascencia registered with FINRA?
No. Orlando Plascencia has no current broker registration.
How can I verify Orlando Plascencia’s record?
Search CRD 5455702 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Orlando Plascencia’s full registration record.