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Washington, DC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-09 |
| MA | RA | APPROVED | 2021-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Law Firm Of Ari Weisbard | Washington | DC | 04/2017 | Present |
| Council Of The District Of Columbia | Washington | DC | 01/2015 | 03/2017 |
| Values Added Financial Llc | Washington | DC | 10/2017 | 01/2020 |
| Values Added Financial Llc | Washington | DC | 01/2020 | Present |
1) Law Firm of Ari Weisbard; Not investment-related; Home Office; Law Firm - estate planning, nonprofit, and employment; Attorney; Started 04/2017; 2 hours per week; 2 per week during security trading hours; Draft legal documents, legal review, negotiate employment claim settlements. 2) Freelance Writer; Investment-related; Home Office; Writing investment and financial articles; Writer; Started 07/2023; 2 hours per month; 2 hours per month during trading hours; Writing investment and financial articles.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-03 |
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