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Mary Rachel Hicks

Bright Vision Wealth

The Woodlands, TX

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Current Employers
Bright Vision Wealth

25211 Grogan'S Mill Rd Suite 323, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-06-13
  • TX RA
    APPROVED
    Since 2019-06-13

Branch Locations

25211 Grogan'S Mill Rd Suite 323, The Woodlands, TX 77380 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rightway Investments, Pllc Houston TX 10/2013 02/2019
The Bond Law Firm Houston TX 10/2013 Present
Bond Wealth Planning & Investments, Pllc Houston TX 06/2019 Present
Hicks Management & Financial Services, Llc Houston TX 07/2020 Present
  • 10/2013 → 02/2019
    Rightway Investments, Pllc
    Houston, TX
  • 10/2013 → Present
    The Bond Law Firm
    Houston, TX
  • 06/2019 → Present
    Bond Wealth Planning & Investments, Pllc
    Houston, TX
  • 07/2020 → Present
    Houston, TX
Previous Registrations
  • 2020-08-06 → 2026-02-04
    Montgomery, TX
  • 2019-05-01 → 2019-09-30
    Rightway Investments, Pllc
    The Woodlands, TX
  • 2017-02-09 → 2019-04-02
    Rightway Investments, Pllc
    The Woodlands, TX
Other Businesses

The Bond Law Firm - non investment-related 16701 Greenspoint Park Dr, Ste 150 Houston, TX 77060 Law Firm Marketing Director 20 hours a week all are during trading hours. In the law firm I schedule seminars, luncheons and other marketing activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-17
  • S65 Uniform Investment Adviser Law Examination
    2017-01-17
Other Names
  • Mary Rachel Grutkowski
  • Mary Rachel Grutkowski

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