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Rachel Caroline Lewis

Values Added Financial

Mechanicsburg, PA

Washington, DC

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Current Employers
Values Added Financial

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-07-15
PA RA APPROVED 2026-06-18
  • DC RA
    APPROVED
    Since 2026-07-15
  • PA RA
    APPROVED
    Since 2026-06-18

Branch Locations

Mechanicsburg, PA • 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
Lifeguide Financial Advisors Mechanicsburg PA 09/2025 12/2025
Dame Caroline, Llc Mechanicsburg PA 01/2026 06/2026
Ten Thousand Villages Akron PA 11/2022 05/2024
King Arthur Baking Company Norwich VT 09/2018 03/2022
The Hershey Company Hershey PA 07/2013 03/2017
Boston Institute Of Finance Boston MA 08/2024 03/2025
Amplified Planning Dallas TX 06/2025 09/2025
Sabbatical Mechanicsburg PA 04/2022 10/2022
Extended Maternity Leave Harrisburg PA 04/2017 08/2018
Values Added Financial, Llc Washington DC 06/2026 Present
  • 09/2025 → 12/2025
    Lifeguide Financial Advisors
    Mechanicsburg, PA
  • 01/2026 → 06/2026
    Dame Caroline, Llc
    Mechanicsburg, PA
  • 11/2022 → 05/2024
    Ten Thousand Villages
    Akron, PA
  • 09/2018 → 03/2022
    King Arthur Baking Company
    Norwich, VT
  • 07/2013 → 03/2017
    The Hershey Company
    Hershey, PA
  • 08/2024 → 03/2025
    Boston Institute Of Finance
    Boston, MA
  • 06/2025 → 09/2025
    Amplified Planning
    Dallas, TX
  • 04/2022 → 10/2022
    Sabbatical
    Mechanicsburg, PA
  • 04/2017 → 08/2018
    Extended Maternity Leave
    Harrisburg, PA
  • 06/2026 → Present
    Values Added Financial, Llc
    Washington, DC
Previous Registrations
  • 2026-05-14 → 2026-07-07
    Dame Caroline
    Mechanicsburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-01
  • S65 Uniform Investment Adviser Law Examination
    2025-11-01

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