Investment adviser representative · Forvis Mazars Wealth Advisors, LLC
Norma A. Rodriguez
CRD 6616431 · Austin, TX
At a glance
Norma A. Rodriguez is an investment adviser representative with Forvis Mazars Wealth Advisors, LLC in Austin, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Norma’s SEC record dates to 2018, about 8 years ago.
Current advisory firm
- Forvis Mazars Wealth Advisors, LLCSince April 2025Austin, TX · $12B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Norma’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Forvis Mazars Wealth Advisors, LLC
- Holden G. AdamsSpringfield · Certified Financial Planner
- Kaysha L. AndrewsEnid
- Mitchell J. BertrandColorado Springs · Chartered Financial Consultant
- Cody A. BlevinsSpringfield · Certified Financial Planner
- Melissa BoyerSpringfield · Certified Financial Planner
- Anthony BridgesCharlotte
- Jonathon R. BrineyHouston
- Heather M. BroylesKansas City · Certified Financial Planner
Every advisor at Forvis Mazars Wealth Advisors, LLC →Forvis Mazars Wealth Advisors, LLC: assets, clients and custodians →Financial advisors in Austin, TX →Advisor Moves: who changed firms this week →