Zachary Allen Cox
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Lombard Advisers IncorporatedSep 2026 to now
- Lombard Securities IncorporatedFeb 2026 to now
- FD Transaction AdvisorySep 2022 to Oct 2026
- CohnreznickSep 2019 to Sep 2022
- Benchmark InternationalFeb 2019 to Sep 2019
- University of AlabamaOct 2018 to Jan 2019
- Raintree Country ClubJun 2018 to Sep 2018
- University of AlabamaOct 2017 to May 2018
- Crown CastleJun 2017 to Sep 2017
- University of AlabamaSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Lombard Advisers Incorporated
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8226586
- 108231