Chloe Van Zandt
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.
- WealthcrossingMar 2025 to now
- Savoire FinancialAug 2023 to Feb 2025
- Transformative ChangesJul 2023 to Sep 2024
- Virginia Health CatalystMay 2019 to Jun 2023
- Quick HotelApr 2019 to Aug 2019
- TaphouseSep 2018 to Feb 2019
- Liberty Lake WineJun 2018 to Sep 2018
- CraftedApr 2018 to Sep 2018
- North Idaho CollegeJun 2016 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wealthcrossing
Legal name: SBK Financial, Inc.
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.
- 8341514
- 132513