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Rebecca J Incledon

Her Personal Finance

Chicago, IL

Austin, TX

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Current Employers
Her Personal Finance

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-24
CA RA APPROVED 2026-05-07
NY RA APPROVED 2026-05-07
TX RA APPROVED 2026-05-07
  • MA RA
    APPROVED
    Since 2026-08-24
  • CA RA
    APPROVED
    Since 2026-05-07
  • NY RA
    APPROVED
    Since 2026-05-07
  • TX RA
    APPROVED
    Since 2026-05-07

Branch Locations

Chicago, IL • United States

Austin, TX • 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
Hemington Wealth Management Falls Church VA 09/2021 01/2022
Aids Foundation Of Chicago Chicago IL 07/2019 06/2021
Aids Foundation Of Chicago Chicago IL 07/2016 06/2019
Cultivating Wealth Montauk NY 01/2022 04/2026
Access 401K Llc Dba Her Personal Finance Austin TX 05/2026 Present
  • 09/2021 → 01/2022
    Hemington Wealth Management
    Falls Church, VA
  • 07/2019 → 06/2021
    Aids Foundation Of Chicago
    Chicago, IL
  • 07/2016 → 06/2019
    Aids Foundation Of Chicago
    Chicago, IL
  • 01/2022 → 04/2026
    Cultivating Wealth
    Montauk, NY
  • 05/2026 → Present
    Access 401K Llc Dba Her Personal Finance
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-12
  • S65 Uniform Investment Adviser Law Examination
    2023-10-12
Designations

View on SEC IAPD

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