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Juhee Tejaskumar Patel

Virtue Wealth Management

Pflugerville, TX

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Current Employers
Virtue Wealth Management

Pflugerville, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-08
AZ RA APPROVED 2026-05-01
  • TX RA
    APPROVED
    Since 2026-07-08
  • AZ RA
    APPROVED
    Since 2026-05-01

Branch Locations

Pflugerville, TX • 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
Laxmi Financial Services, Llc Oro Valley AZ 10/2022 04/2023
Sahaj Consulting Group, Llc Oro Valley AZ 06/2020 02/2026
Charles Schwab Phoenix AZ 09/2021 03/2022
Strive Tma Centers Tucson AZ 12/2018 07/2021
Surya Psychiactric Clinic Tucson AZ 10/2017 07/2021
Student Phoenix AZ 08/2012 12/2018
Edward Jones St Louis MO 08/2023 02/2026
Laxmi Raj Private Wealth Llc D/B/A Virtue Wealth Management Pflugerville TX 02/2026 Present
  • 10/2022 → 04/2023
    Laxmi Financial Services, Llc
    Oro Valley, AZ
  • 06/2020 → 02/2026
    Sahaj Consulting Group, Llc
    Oro Valley, AZ
  • 09/2021 → 03/2022
    Charles Schwab
    Phoenix, AZ
  • 12/2018 → 07/2021
    Strive Tma Centers
    Tucson, AZ
  • 10/2017 → 07/2021
    Surya Psychiactric Clinic
    Tucson, AZ
  • 08/2012 → 12/2018
    Student
    Phoenix, AZ
  • 08/2023 → 02/2026
    St Louis, MO
  • 02/2026 → Present
    Laxmi Raj Private Wealth Llc D/B/A Virtue Wealth Management
    Pflugerville, TX
Previous Registrations
  • 2023-10-09 → 2026-02-12
    Pflugerville, TX
    Bee Cave, TX
    Austin, TX
    St. Louis, MO
    Bee Cave, TX
    Austin, TX
  • 2023-02-08 → 2023-12-31
    Laxmi Financial Services, Llc
    Oro Valley, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-16
S65 Uniform Investment Adviser Law Examination 2022-04-02
  • S66 Uniform Combined State Law Examination
    2023-10-16
  • S65 Uniform Investment Adviser Law Examination
    2022-04-02
Other Names
  • Juhee T Patel
  • Juhee Patel

View on SEC IAPD

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