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905 W. Riverside Suite 201, Spokane, WA 99201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-01-04 |
Branch Locations
905 W. Riverside Suite 201, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chair Six Financial Planning, Pllc | Spokane | WA | 07/2015 | Present |
| Dorendorf & Associates, P.S. | Spokane | WA | 02/2014 | 11/2016 |
(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.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-07 |
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