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Rhonda M. Bullock

Some features on this profile are disabled
CRD#: 6166949
RB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rhonda Michelle Bullock, who also goes by Michelle Bullock, Michelle Wilson, Rhonda Michelle Wilson, was a registered financial professional .

Rhonda is a previously registered financial professional and started their career in finance in 2013. Rhonda had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michelle Bullock | Michelle Wilson | Rhonda Michelle Wilson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

December 15, 2020 - October 13, 2025

WESTWOOD WEALTH MANAGEMENT

RIA
CRD#: 132162
Houston, TX
Past

September 10, 2019 - February 26, 2020

ML&R WEALTH MANAGEMENT LLC

RIA
CRD#: 109359
AUSTIN, TX
Past

December 9, 2016 - September 5, 2019

NOVA WEALTH MANAGEMENT GROUP, LLC

RIA
CRD#: 125489
ATLANTA, GA
Past

February 2, 2015 - November 11, 2016

HFG WEALTH MANAGEMENT, LLC

RIA
CRD#: 148406
THE WOODLANDS, TX
Past

April 10, 2014 - October 1, 2014

MADISON AVENUE SECURITIES, LLC

RIA
CRD#: 23224
HOUSTON, TX
Past

November 4, 2013 - October 1, 2014

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WESTWOOD WEALTH MANAGEMENT
MCCARTHY GROUP ADVISORS, L.L.C. | WESTWOOD WEALTHCOACH | WESTWOOD WEALTH MANAGEMENT | WESTWOOD ADVISORS, L.L.C

CRD#: 132162 / SEC#: 801-63410

RIA
Registered Investment Advisory firm - (7/1/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/21/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/4/2013
General Securities Representative Examination

Current Firm

WW
WESTWOOD WEALTH MANAGEMENT
MCCARTHY GROUP ADVISORS, L.L.C. | WESTWOOD WEALTHCOACH | WESTWOOD WEALTH MANAGEMENT | WESTWOOD ADVISORS, L.L.C

CRD#: 132162 / SEC#: 801-63410

RIA
Registered Investment Advisory firm - (7/1/2004 Approved)
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Contact information

Main Address
200 Crescent Court Suite 1200, Dallas, TX 75201
Mailing Address
Phone number
(214) 756-6900
Established
Firm type
Fiscal year end
# of Employees
66

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WESTWOOD WEALTH MANAGEMENT FORM ADV PART 2A (PRIVATE EQUITY) (3/31/2025)
WESTWOOD ADVISORS FORM ADV PART 2A -WEALTHCOACH AND DIRECT ADVISORY (3/31/2025)

Regulatory assets under management

Total Number of Accounts490
AUM (Assets Under Management)$ 638,234,293

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WESTWOOD WEALTH MANAGEMENT

CRD#: 132162

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