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David Phillip Tenerelli

Values Added Financial

Frisco, TX

Washington, DC

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Current Employers
Values Added Financial

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-08-20
TX RA APPROVED 2025-01-13
  • DC RA
    APPROVED
    Since 2025-08-20
  • TX RA
    APPROVED
    Since 2025-01-13

Branch Locations

Frisco, TX • United States

Washington, DC • 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
Strategic Financial Planning, Inc Plano TX 07/2017 08/2019
Strategic Financial Planning, Inc Plano TX 12/2016 06/2017
Frisco Independent School District Frisco TX 08/2008 07/2017
Strategic Financial Planning, Inc Plano TX 08/2019 12/2024
Values Added Financial, Llc Washington DC 01/2025 Present
Previous Registrations
Designations

View on SEC IAPD

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