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Advisor at FIRESIDE CAPITAL ADVISORS
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIRESIDE CAPITAL ADVISORS | Independent wealth | Mar 8, 2024 | n/a | yes | DALLAS, TX | Current employment |
| FIRESIDE CAPITAL ADVISORS INC. | Former SEC adviser | Aug 9, 2018 | Jun 4, 2024 | no | DALLAS, TX | Previous registration |
| SPRINGVEST WEALTH MANAGEMENT, INC. | n/a | Sep 2, 2015 | Mar 18, 2019 | no | FORT WORTH, TX | Previous registration |
| TRUE NORTH ADVISORS, LLC | Independent wealth | Aug 13, 2007 | Apr 16, 2015 | no | DALLAS, TX | Previous registration |
| CHILTON CAPITAL MANAGEMENT ADVISORS INC. | Former SEC adviser | Dec 18, 2003 | Aug 9, 2007 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRESIDE CAPITAL ADVISORS INC. | FIRESIDE CAPITAL ADVISORS | Jun 4, 2024 | Mar 8, 2024 | -88 | Channel change | RIA to new firm |
| SPRINGVEST WEALTH MANAGEMENT, INC. | FIRESIDE CAPITAL ADVISORS INC. | Mar 18, 2019 | Aug 9, 2018 | -221 | Firm change after gap | Other |
| TRUE NORTH ADVISORS, LLC | SPRINGVEST WEALTH MANAGEMENT, INC. | Apr 16, 2015 | Sep 2, 2015 | 139 | Firm change | Other |
| CHILTON CAPITAL MANAGEMENT ADVISORS INC. | TRUE NORTH ADVISORS, LLC | Aug 9, 2007 | Aug 13, 2007 | 4 | Firm change | Other |