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Patrick Daniel Tessier

Amj Financial Wealth Management LLC

Leesburg, VA

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Current Employers
Amj Financial Wealth Management Llc

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-02-19
  • VA RA
    APPROVED
    Since 2024-02-19

Branch Locations

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • 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
Amj Financial Leesburg VA 02/2023 Present
United Western Group Washington DC 06/2022 08/2022
Marathon Ts Sterling VA 06/2021 08/2021
Swiftglass Elmira NY 06/2020 08/2020
James Madison University Harrisonburg VA 08/2018 05/2022
Unemployed Sterling VA 09/2022 01/2023
Unemployed Minor Sterling VA 09/2013 05/2020
  • 02/2023 → Present
    Amj Financial
    Leesburg, VA
  • 06/2022 → 08/2022
    United Western Group
    Washington, DC
  • 06/2021 → 08/2021
    Marathon Ts
    Sterling, VA
  • 06/2020 → 08/2020
    Swiftglass
    Elmira, NY
  • 08/2018 → 05/2022
    James Madison University
    Harrisonburg, VA
  • 09/2022 → 01/2023
    Unemployed
    Sterling, VA
  • 09/2013 → 05/2020
    Unemployed Minor
    Sterling, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-19
  • S65 Uniform Investment Adviser Law Examination
    2024-02-19

View on SEC IAPD

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