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Current Employers
Values Added Financial

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-01-09
MA RA APPROVED 2021-07-19
  • DC RA
    APPROVED
    Since 2025-01-09
  • MA RA
    APPROVED
    Since 2021-07-19

Branch Locations

Washington, DC • 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
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
  • 04/2017 → Present
    Law Firm Of Ari Weisbard
    Washington, DC
  • 01/2015 → 03/2017
    Council Of The District Of Columbia
    Washington, DC
  • 10/2017 → 01/2020
    Values Added Financial Llc
    Washington, DC
  • 01/2020 → Present
    Values Added Financial Llc
    Washington, DC
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-03
  • S65 Uniform Investment Adviser Law Examination
    2017-10-03
Designations
Other Names
  • Ari Weisbard

View on SEC IAPD

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