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14785 Preston Road Suite 590, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-08 |
Branch Locations
14785 Preston Road Suite 590, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Springvest Wealth Management, Inc. | Fort Worth | TX | 06/2015 | 12/2018 |
| Fireside Capital Advisors Inc. | Dallas | TX | 01/2019 | 04/2024 |
| Springvest Wealth Management, Llc Dba Fireside Capital Advisors | Dallas | TX | 11/2023 | Present |
Timothy Dwight is a partner in 6771, LLC, which owns residential rental property. 6771, LLC has no relationship to SpringVest Wealth Management, LLC DBA Fireside Capital Advisors. Tim spends approximately two hours per month in a supervisory capacity, none of which is conducted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-08 |
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