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Theadora Mcknight Westlake-Stearns

Values Added Financial

Washington, DC

Baltimore, MD

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Current Employers
Values Added Financial

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-09-03
MD RA APPROVED 2025-08-26
  • DC RA
    APPROVED
    Since 2025-09-03
  • MD RA
    APPROVED
    Since 2025-08-26

Branch Locations

Washington, DC • United States

Baltimore, MD • 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
Mcdaniel College Westminster MD 09/2015 05/2019
Cowen Park Grocery Seattle WA 06/2016 01/2018
Northwest Asset Management Mercer Island WA 06/2019 09/2019
Northwest Asset Management Mercer Island WA 09/2019 08/2025
Purshe Kaplan Sterling Investments (Pks) Albany NY 09/2019 01/2025
Values Added Financial, Llc Washington DC 08/2025 Present
  • 09/2015 → 05/2019
    Mcdaniel College
    Westminster, MD
  • 06/2016 → 01/2018
    Cowen Park Grocery
    Seattle, WA
  • 06/2019 → 09/2019
    Northwest Asset Management
    Mercer Island, WA
  • 09/2019 → 08/2025
    Northwest Asset Management
    Mercer Island, WA
  • 09/2019 → 01/2025
    Purshe Kaplan Sterling Investments (Pks)
    Albany, NY
  • 08/2025 → Present
    Values Added Financial, Llc
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-21
  • S65 Uniform Investment Adviser Law Examination
    2020-12-21
Designations
Other Names
  • Thea Westlake

View on SEC IAPD

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