Best Investors Account Sign in
Inactive

Jeffrey James Zappone

Chair Six Financial Planning, Pllc

Spokane, WA

Claim This Profile
Current Employers
Chair Six Financial Planning, Pllc

905 W. Riverside Suite 201, Spokane, WA 99201 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2016-01-04
  • WA RA
    APPROVED
    Since 2016-01-04

Branch Locations

905 W. Riverside Suite 201, Spokane, WA 99201 • 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
OrganizationCityStateFromTo
Chair Six Financial Planning, Pllc Spokane WA 07/2015 Present
Dorendorf & Associates, P.S. Spokane WA 02/2014 11/2016
Other Businesses

(1) Chair Six Financial Planning, PLLC/Not investment-related/Spokane, WA/Member-Manager/Accounting & Tax services/Start Date: July 1, 2015/Involves 50% to 75% of time each month during business hours. (2) Zappone Asset Partners, LLC/Investment-related/Spokane, WA/Minority Member & Co-Manager in Manager-Managed Family LLC/Start Date: December 31, 2013/Involves one hour of time each month; sometimes during business hours. (3) Trustee to an Irrevocable Trust for the benefit of Jeff Zappone and certain immediate family members/Not investment-related/Spokane, WA/Start date: February 13, 2015/Involves less than 5 hours per year; typically after business hours. (4) Insurance agent/Insurance related/Spokane, WA/Licensed insurance agent/Licensing for client education and advice only. No commissions earned./Start Date: November 16, 2015/Involves 10% or less time each month during business hours. (5) Landlord, Residential Rental/Not investment-related/Spokane, WA/Owner of single-family residence that is leased to tenant/Start Date: September 1, 2019/Involves 5-10 hours per year; typically after business hours.//

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-07
  • S65 Uniform Investment Adviser Law Examination
    2018-08-07
Designations
Other Names
  • Jeffrey J. Zappone
  • Jeff Zappone

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Spokane, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor