Inactive

Zachary Aaron Herlick

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Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-11-27
CA	RA	APPROVED	2023-01-20

TX RA
APPROVED_RES

Since 2023-11-27
CA RA
APPROVED

Since 2023-01-20

Branch Locations

1550 El Camino Real, Suite 200, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Brownson, Rehmus & Foxworth, Inc.	Menlo Park	CA	01/2007	12/2019
Portola Partners	Menlo Park	CA	01/2020	03/2023
Cipw Service Company, Llc	Toronto		01/2022	07/2023
Corient	Menlo Park	CA	01/2023	Present
Corient Services Llc	Miami	FL	07/2023	Present

01/2007 → 12/2019

Brownson, Rehmus & Foxworth, Inc.

Menlo Park, CA
01/2020 → 03/2023

Portola Partners

Menlo Park, CA
01/2022 → 07/2023

Cipw Service Company, Llc

Toronto
01/2023 → Present

Corient

Menlo Park, CA
07/2023 → Present

Corient Services Llc

Miami, FL

Previous Registrations

2020-03-10 → 2023-03-31

Portola Partners

Menlo Park, CA
2007-04-06 → 2019-12-31

Brownson, Rehmus & Foxworth, Inc.

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-04-05

S65 Uniform Investment Adviser Law Examination

2007-04-05

View on SEC IAPD

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