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RIA / WealthAdvisorCertified Financial Planner11 years in industry

ROSANA RALYA

Advisor at VALUES ADDED FINANCIAL

San Francisco, CA | WASHINGTON, DC

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Search this name across graphsid dfx:ria:3aa41e9e-2df8-e721-31b7-9abf09c062d4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 3, 2015 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VALUES ADDED FINANCIAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 27, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 27, 2014
First registration: Feb 3, 2015
Dual registered: no
IAPD individual key: 6432739

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VALUES ADDED FINANCIAL	Independent wealth	Jul 8, 2026	n/a	yes	San Francisco, CA\|WASHINGTON, DC	Current employment
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Jul 1, 2024	Jul 2, 2026	no	SANTA ROSA, CA\|ST. LOUIS, MO	Previous registration
BUCKINGHAM STRATEGIC WEALTH, LLC	Former SEC adviser	Sep 2, 2016	Nov 14, 2024	no	Santa Rosa, CA\|ST LOUIS, MO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 3, 2015	Sep 8, 2016	no	SANTA ROSA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FOCUS PARTNERS WEALTH, LLC	VALUES ADDED FINANCIAL	Jul 2, 2026	Jul 8, 2026	6	Firm change	RIA to RIA
BUCKINGHAM STRATEGIC WEALTH, LLC	FOCUS PARTNERS WEALTH, LLC	Nov 14, 2024	Jul 1, 2024	-136	Bulk transfer	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BUCKINGHAM STRATEGIC WEALTH, LLC	Sep 8, 2016	Sep 2, 2016	-6	Firm change	Other

Relationships

Registered with (4)

→ VALUES ADDED FINANCIALRegistered adviserregistration: current employment
Jul 8, 2026 to presentfactForm ADV
→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: previous registration
Jul 1, 2024 to Jul 2, 2026factForm ADV
→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviserregistration: previous registration
Sep 2, 2016 to Nov 14, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 3, 2015 to Sep 8, 2016factForm ADV

Dated events

Occurred
Jul 2, 2026
Advisor changed firm
Rosana Ralya left Focus Partners Wealth, Llc for Values Added Financial (registered 2026-07-08)
Form ADVobserved 4 days ago