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Washington, DC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-09 |
| GA | RA | APPROVED | 2026-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advocacy Wealth Management, Llc | Atlanta | GA | 03/2018 | 10/2021 |
| Ferrer And Associates | Atlanta | GA | 09/2017 | 12/2017 |
| Greater Sum | Atlanta | GA | 05/2017 | 09/2017 |
| Glory International Group | Stone Mountain | GA | 01/2014 | 05/2017 |
| Ellevest | New York | NY | 12/2021 | 12/2025 |
| Values Added Financial, Llc | Washington | DC | 01/2026 | Present |
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