Joseph Tennant (CRD# 7405044) is an Investment Advisor Representative working at Primal Dao Asset Management LLC in Oxon Hill, MD and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Primal Dao Asset Management LLC | Oxon Hill, MD | Nov 2021 - Current | 2 |
| Senary Blockchain Ventures | Orlando, FL | May 2021 - Current | 3 |
| Noblis Esi | Chantilly, VA | Jul 2020 - May 2021 | < 1 |
| Na | D.c., XX | Mar 2020 - Jun 2020 | < 1 |
| Morganfranklin Consulting | Mclean, VA | Jun 2019 - Mar 2020 | < 1 |
| University Of Maryland | College Park, MD | Aug 2017 - May 2019 | 1 |
| Bank Of America | Charlotte, NC | Jun 2018 - Aug 2018 | < 1 |
| Na | College Park, MD | Jan 2017 - Aug 2017 | < 1 |
| 84 Lumber Company | Various, WV | Jul 2014 - Jan 2017 | 2 |
| Us Army National Guard | Various, WV | Aug 2010 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- MD
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
MD
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.