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ZACHARY PAUL HERBERT
Herbert Zach
CRD#: 5181960
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Investment Adviser
TELOS CAPITAL MANAGEMENT, INC.CRD#: 149108 Waco, TX
Registration History
2008201020122014201620182020202220242026IATELOS CAPITAL MANAGEMENT, INC. (CRD# 149108)2023 - Present (1 year)IAHERBERT CAPITAL MANAGEMENT (CRD# 310399)2020 - 2023 (3 years)IACRITERION WEALTH MANAGEMENT (CRD# 142180)2015 - 2020 (5 years)IACHECK CAPITAL MANAGEMENT INC (CRD# 107058)2013 - 2015 (2 years)IATRIMSAIL CAPITAL MANAGEMENT, INC. (CRD# 150896)2011 - 2013 (1 year)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2007 - 2011 (3 years)
License(s)

State Registrations

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California 12/26/2023

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Texas 12/26/2023

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Idaho 12/26/2023

Current Registration(s)
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TELOS CAPITAL MANAGEMENT, INC. (CRD#:149108)
Waco, TX
Registered with this firm since 12/26/2023

Previous Registration(s)
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08/24/2020 - 12/26/2023 HERBERT CAPITAL MANAGEMENT (CRD#:310399) WACO, TX
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09/08/2015 - 09/01/2020 CRITERION WEALTH MANAGEMENT (CRD#:142180) SANTA CLARITA, CA
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01/18/2013 - 08/31/2015 CHECK CAPITAL MANAGEMENT INC (CRD#:107058) COSTA MESA, CA
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04/14/2011 - 01/11/2013 TRIMSAIL CAPITAL MANAGEMENT, INC. (CRD#:150896) LOS ANGELES, CA
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07/11/2007 - 03/31/2011 CHARLES SCHWAB & CO., INC. (CRD#:5393) LOS ANGELES, CA
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Disclosures
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