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Advisor at VALUES ADDED FINANCIAL
Atlanta, GA | WASHINGTON, DC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VALUES ADDED FINANCIAL | Independent wealth | Feb 5, 2026 | n/a | yes | Atlanta, GA|WASHINGTON, DC | Current employment |
| Ellevest | Independent wealth | Dec 2, 2021 | Nov 24, 2025 | no | NEW YORK, NY|Atlanta, GA | Previous registration |
| ADVOCACY WEALTH MANAGEMENT, LLC | Independent wealth | Jul 30, 2021 | Nov 23, 2021 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Ellevest | VALUES ADDED FINANCIAL | Nov 24, 2025 | Feb 5, 2026 | 73 | Firm change | RIA to RIA |
| ADVOCACY WEALTH MANAGEMENT, LLC | Ellevest | Nov 23, 2021 | Dec 2, 2021 | 9 | Firm change | RIA to RIA |