DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TELOS CAPITAL MANAGEMENT, INC.
Ventura, CA | SAN DIEGO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TELOS CAPITAL MANAGEMENT, INC. | Independent wealth | Dec 4, 2014 | n/a | yes | Ventura, CA|SAN DIEGO, CA | Current employment |
| CHECK CAPITAL MANAGEMENT INC | Independent wealth | Apr 16, 2013 | Nov 3, 2014 | no | COSTA MESA, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Sep 7, 1999 | Jul 28, 2009 | no | WOODLAND HILLS, CA|Woodland Hills, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHECK CAPITAL MANAGEMENT INC | TELOS CAPITAL MANAGEMENT, INC. | Nov 3, 2014 | Dec 4, 2014 | 31 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | CHECK CAPITAL MANAGEMENT INC | Jul 28, 2009 | Apr 16, 2013 | 1,358 | Firm change after gap | Other |