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Rebecca J Wynne

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 2024-07-18
  • TX RA
    APPROVED
    Since 2024-07-18

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
Salesforce Dallas TX 01/2021 06/2024
Jpmorgan Chase Plano TX 03/2010 06/2020
Caring For Family Member Grand Island NY 07/2020 12/2020
Springvest Wealth Management Llc Dba Fireside Capital Advisors Dallas TX 06/2024 Present
  • 01/2021 → 06/2024
    Salesforce
    Dallas, TX
  • 03/2010 → 06/2020
    Jpmorgan Chase
    Plano, TX
  • 07/2020 → 12/2020
    Caring For Family Member
    Grand Island, NY
  • 06/2024 → Present
    Springvest Wealth Management Llc Dba Fireside Capital Advisors
    Dallas, TX
Other Businesses

6771, LLC; 4411 McKinney Ave.; personal apartment rentals, partner, one hour/month, no hours during trading, supervision of property manager

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-18
  • S65 Uniform Investment Adviser Law Examination
    2024-07-18
Other Names
  • Rebecca Wynne

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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