Lisa Yvonne Whitley

Current Employers

Moneybylisa Llc

Washington, DC • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-07-21
MD	RA	APPROVED	2025-06-26
DC	RA	APPROVED	2023-03-13

VA RA
APPROVED

Since 2025-07-21
MD RA
APPROVED

Since 2025-06-26
DC RA
APPROVED

Since 2023-03-13

Branch Locations

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

Organization	City	State	From	To
Moneybylisa	Washington	DC	01/2022	Present
Your Money Line, Inc.	Indianapolis	IN	12/2019	03/2024
Cape Fox Facilities Services	Manassas	VA	09/2020	11/2024
Us Agency For International Development (Usaid)	Washington	DC	09/2001	09/2019
Unemployed	Washington	DC	10/2019	11/2019

01/2022 → Present

Moneybylisa

Washington, DC
12/2019 → 03/2024

Your Money Line, Inc.

Indianapolis, IN
09/2020 → 11/2024

Cape Fox Facilities Services

Manassas, VA
09/2001 → 09/2019

Us Agency For International Development (Usaid)

Washington, DC
10/2019 → 11/2019

Unemployed

Washington, DC

Other Businesses

2019-Present: Catholic Charities Financial Stability Network/Not Investment Related/Washington DC/Non-Governmental Organization/Volunteer/Offer financial coaching/Involves one percent time each month, after traditional business hours./

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-09-12
S63	Uniform Securities Agent State Law Examination	1992-12-14

S65 Uniform Investment Adviser Law Examination

2022-09-12
S63 Uniform Securities Agent State Law Examination

1992-12-14