Macy Beatrice Gonzales
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Wpwealth LLPJul 2025 to now
- UnemployedMay 2025 to Jun 2025
- Texas A&M UniversityFeb 2025 to May 2025
- UnemployedOct 2024 to Jan 2025
- Texas A&M UniversityFeb 2023 to Sep 2024
- Texas A&MNov 2022 to Jan 2023
- Rush BowlsAug 2022 to Oct 2022
- Texas A&MMay 2022 to Jul 2022
- Crumble CookiesMar 2022 to May 2022
- Texas A&M UniversityAug 2021 to Feb 2022
- Laity Lodge Youth CampMay 2021 to Jul 2021
- Texas A&M UniversityAug 2020 to Apr 2021
- City of Corpus ChristiMay 2020 to Jul 2020
- Texas A&M UniversityDec 2019 to Apr 2020
- Coastal Bend Youth Soccer AssociationSep 2018 to Nov 2019
- Incarnate Word AcademyJan 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wpwealth LLP
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7918575
- 145467