Best Investors Account Sign in
Inactive

Joshua Allen Tessar

Digital Ascension Group - Wealth

Dallas, TX

Blacksburg, VA

Claim This Profile
Current Employers
Digital Ascension Group - Wealth

5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-27
  • VA RA
    APPROVED
    Since 2026-03-27

Branch Locations

5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States

Blacksburg, VA • 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
National Financial Services, Inc Roanoke VA 05/2017 04/2021
Unemployed Blacksburg VA 07/2016 05/2017
Equity Services, Inc. Montpelier VT 07/2017 04/2021
Integrity Financial Planning, Inc. Roanoke VA 04/2021 11/2021
Securities America, Inc Blacksburg VA 11/2021 11/2023
Securities America Advisors Blacksburg VA 11/2021 11/2023
Lpl Financial Llc Roanoke VA 11/2023 02/2025
Truist Investment Services, Inc Blacksburg VA 03/2025 Present
Truist Advisory Services, Inc Blacksburg VA 03/2025 12/2025
Digital Wealth Partners, Llc Dallas TX 01/2026 Present
  • 05/2017 → 04/2021
    National Financial Services, Inc
    Roanoke, VA
  • 07/2016 → 05/2017
    Unemployed
    Blacksburg, VA
  • 07/2017 → 04/2021
    Equity Services, Inc.
    Montpelier, VT
  • 04/2021 → 11/2021
    Integrity Financial Planning, Inc.
    Roanoke, VA
  • 11/2021 → 11/2023
    Securities America, Inc
    Blacksburg, VA
  • 11/2021 → 11/2023
    Securities America Advisors
    Blacksburg, VA
  • 11/2023 → 02/2025
    Lpl Financial Llc
    Roanoke, VA
  • 03/2025 → Present
    Truist Investment Services, Inc
    Blacksburg, VA
  • 03/2025 → 12/2025
    Truist Advisory Services, Inc
    Blacksburg, VA
  • 01/2026 → Present
    Digital Wealth Partners, Llc
    Dallas, TX
Previous Registrations
  • 2025-03-03 → 2025-12-02
    Truist Advisory Services, Inc.
    Blacksburg, VA
  • 2023-11-01 → 2025-01-31
    Lpl Financial Llc
    Blacksburg, VA
    Roanoke, VA
  • 2021-11-15 → 2023-11-03
    Securities America Advisors, Inc.
    Blacksburg, VA
    Salem, VA
  • 2021-04-16 → 2021-11-02
    Integrity Financial Planning, Inc.
    Roanoke, VA
  • 2017-09-19 → 2021-04-13
    Equity Services, Inc.
    Roanoke, VA
    Blacksburg, VA
    Roanoke, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-19
  • S66 Uniform Combined State Law Examination
    2017-09-19
Other Names
  • Joshua Tessar
  • Joshua Allen Tessar
  • Joshua A Tessar

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor