RB
Robert D. Bond
BRIGHT VISION WEALTH
The Woodlands, TX 77380
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CRD#: 4831598
RB
Professional summary
Robert Doherty Bond, who also goes by Bob Bond, Bobby Bond, is a registered financial advisor currently at BRIGHT VISION WEALTH located in The Woodlands, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Robert has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Bond | Bobby Bond
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) THE BOND LAW FIRM - ESTATE PLANNING AND PROBATE LAW FIRM - OWNER - SAME ADDRESS - NOT INVESTMENT RELATED - ESTABLISHED IN 1996 - 40 HOURS PER WEEK WITH SOME DURING MARKET HOURS - BOARD CERTIFIED ESTATE PLANNING AND PROBATE ATTORNEY.
2) BOND-STERNE TAX SERVICE, LTD PARTNERSHIP - TAX PREPARATION SERVICE - OWNER - SAME ADDRESS - NOT INVESTMENT RELATED - ESTABLISHED IN 2004 - 1 HOURS PER WEEK NONE DURING MARKET HOURS - OVERSEE PREPARATION OF TAX RETURNS.
3) JNWR MANAGEMENT, LLC - MANAGEMENT FIRM FOR OTHER ORGANIZATIONS - MEMBER/MANAGER - SAME ADDRESS - NOT INVESTMENT RELATED - ESTABLISHED IN 2004 - 1 HOURS PER WEEK NONE DURING MARKET HOURS - OVERSEE MANAGEMENT OF OTHER ORGANIZATIONS.
4) PRESTONWOOD STORAGE, LLC - SELF STORAGE FACILITY - CO-OWNER - 13118 SCHROEDER RD, HOUSTON, TEXAS 77070 - NOT INVESTMENT RELATED - ESTABLISHED IN 2013 - 1 HOURS PER WEEK NONE DURING MARKET HOURS - OVERSEE MANAGEMENT OF SELF STORAGE FACILITY.
5) BUILT TO LAST MANAGEMENT, LLC - MANAGEMENT FIRM FOR OTHER ORGANIZATIONS - MANAGER - SAME ADDRESS - NOT INVESTMENT RELATED - ESTABLISHED IN 2013 - 1 HOURS PER WEEK NONE DURING MARKET HOURS - OVERSEE THE MANAGEMENT OF OTHER ORGANIZATIONS.
6) BOND-STERNE INVESTMENTS, LLC - MANAGEMENT FIRM FOR OTHER ORGANIZATIONS - MANAGER - SAME ADDRESS - NOT INVESTMENT RELATED - ESTABLISHED IN 2013 - 1 HOURS PER WEEK NONE DURING MARKET HOURS - OVERSEE THE MANAGEMENT OF OTHER ORGANIZATIONS.
7) GILLSEPIE-BOND FAMILY GATHERING, LLC - MANAGEMENT FIRM FOR FAMILY ASSETS - MANAGER/MEMBER - SAME ADDRESS - NOT INVESTMENT RELATED - ESTABLISHED IN 2017 - 1 HOURS PER WEEK NONE DURING MARKET HOURS - VERSEE THE MANAGEMENT OF FAMILY ASSETS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Doherty Bond's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 11, 2019 - Present
BRIGHT VISION WEALTH
Office #1: 25211 Grogan's Mill Rd Suite 323, The Woodlands, TX 77380RIA
CRD#: 301522
The Woodlands, TX
Past
September 25, 2013 - September 30, 2019
RIGHTWAY INVESTMENTS, PLLC
RIA
CRD#: 168088
THE WOODLANDS, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(6/11/2019)
Current Firm
BV
BRIGHT VISION WEALTH
BOND WEALTH PLANNING & INVESTMENTS, PLLC | BRIGHT VISION WEALTH
CRD#: 301522 / SEC#:
Texas
Registered Investment Advisory firm - (6/11/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
25211 Grogan's Mill Rd Suite 323, The Woodlands, TX 77380
Mailing Address
Phone number
(281) 798-7551
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 20,375,824 |
Red Flags
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Company Information
BRIGHT VISION WEALTH
CRD#: 301522The Woodlands, TX 77380TRUST BUT VERIFY
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