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Joseph Stephen Penner

Fireside Capital Advisors

Dallas, TX

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Current Employers
Fireside Capital Advisors

14785 Preston Road Suite 590, Dallas, TX 75254 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-04
  • TX RA
    APPROVED
    Since 2024-06-04

Branch Locations

14785 Preston Road Suite 590, Dallas, TX 75254 • 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
Fireside Capital Advisors, Inc. Dallas TX 05/2015 06/2024
Springvest Wealth Management, Llc Dba Fireside Capital Advisors Dallas TX 06/2024 Present
  • 05/2015 → 06/2024
    Fireside Capital Advisors, Inc.
    Dallas, TX
  • 06/2024 → Present
    Springvest Wealth Management, Llc Dba Fireside Capital Advisors
    Dallas, TX
Previous Registrations
  • 2015-03-12 → 2024-06-21
    Fireside Capital Advisors Inc.
    Dallas, TX
  • 2006-02-06 → 2015-04-20
    True North Advisors, Llc
    Dallas, TX
  • 2006-08-16 → 2006-11-01
    American Securities Group, Inc.
    Dallas, TX
  • 1993-01-16 → 2006-06-12
    Famco
    Dallas, TX
Other Names
  • J. Stephen Penner
  • Steve Penner
  • Joseph Stephen Penner

View on SEC IAPD

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