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Zachary David Clark Lipton

Fellowship Financial Planning

Coeur D'ALene, ID

Spokane, WA

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Current Employers
Fellowship Financial Planning

502 W Riverside Ave, Suite 201, Spokane, WA 99201 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-06-12
WA RA APPROVED 2024-04-03
  • ID RA
    APPROVED
    Since 2024-06-12
  • WA RA
    APPROVED
    Since 2024-04-03

Branch Locations

610 W Hubbard Street, Suite 202, Coeur D'ALene, ID 83814 • United States

502 W Riverside Ave, 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
Valic Financial Advisors, Inc. Spokane WA 10/2016 11/2021
Christ Our Hope Bible Church Spokane WA 04/2015 Present
Financial Advocates Investment Management Spokane WA 11/2021 04/2024
Fellowship Financial Planning, Llc Spokane WA 04/2024 Present
  • 10/2016 → 11/2021
    Spokane, WA
  • 04/2015 → Present
    Christ Our Hope Bible Church
    Spokane, WA
  • 11/2021 → 04/2024
    Financial Advocates Investment Management
    Spokane, WA
  • 04/2024 → Present
    Fellowship Financial Planning, Llc
    Spokane, WA
Previous Registrations
  • 2021-11-19 → 2024-07-01
    Financial Advocates Investment Management
    Spokane, WA
    Olympia, WA
  • 2016-11-09 → 2021-11-12
    Spokane, WA
Other Businesses

CHRIST OUR HOPE BIBLE CHURCH POSITION: Worship Leader NATURE: It's a church run by a board of elders who oversee the administration and care of our members, building, and property. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2015 ADDRESS: 1620 N. Monroe St, Spokane WA 99205, United States DESCRIPTION: I currently serve as our church's music worship leader and am compensated with a monthly stipend.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-09
  • S66 Uniform Combined State Law Examination
    2016-11-09
Other Names
  • Zachary Lipton

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