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Washington, DC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Values Added Financial | Washington | DC | 05/2017 | Present |
| Consumer Financial Protection Bureau | Washington | DC | 05/2015 | 05/2017 |
1) Zachary Teutsch; No; 1323 Shepherd St NW Washington, District of Columbia, 20011; I occasionally am compensated for financial education writing or teaching; Solo practitioner; Solo practitioner; Jan 1, 2017; 1; 0.5; writing or editing articles, speaking, and providing financial education; 2) Movement Trust; No; 95 Third Street, 2nd Floor San Francisco, CA, 94103; This trust benefits non-profit organizations and owns a share of an RIA (Just Futures). The RIA is engaged in advising workplace 401k and 403b accounts. Values Added does not currently provide this service; Trustee of a trust that owns part of the business; Trustee; May 1, 2025; 5; 5; The Movement Trust will have a duty to vote shares and conduct other governance as a part-owner of the RIA but will generally distribute all monies received. 3) CNBC; Non-investment related; 900 Sylvan Avenue, Englewood Cliffs, NJ 07632; Provides business content and real-time financial market coverage through on-air and online written channels.; Member, Advisor Council; Start Date August 27, 2025; 0-5 business hours per month; 0-5 business hours per month during trading hours; The CNBC Advisor Council is a group of industry leaders who share insights with the network and occasionally participate in events, written stories and on-air segments. They may contribute pieces that CNBC publishes. 4) Janeese for DC Mayor; Non-investment related; Washington, District of Columbia, 20011; Appointed Member, Senior Advisor, Finance Chair; December 1, 2025; 80 business hours per month; 80 business hours per month during trading hours; I will advise, including helping lead fundraising, policy, and advising on other areas as requested.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-03 |
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