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Washington, DC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-12-09 |
| OH | RA | APPROVED | 2025-12-04 |
Branch Locations
Washington, DC • United States
Athens, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rebel Financial | Gahanna | OH | 07/2019 | 06/2023 |
| Enterprise Holdings | Obetz | OH | 11/2016 | 07/2019 |
| Unemployed | Athens | OH | 07/2016 | 11/2016 |
| Ohio University | Athens | OH | 07/2023 | 07/2025 |
| Values Added Financial, Llc | Washington | DC | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-01 |
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