Timothy Wayne Ellis

Employer firm

Rbg Wealth Advisors LLC CRD 319486

$155M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 03/2022
  Waddell & Associates
  Memphis, TN
• 03/2022 → Present
  Rbg Wealth Advisors Llc
  Memphis, TN

Previous Registrations

• 2016-05-25 → 2022-03-07
  Waddell & Associates, Llc
  Memphis, TN
• 2015-02-20 → 2016-05-25
  Waddell & Associates Inc
  Memphis, TN

Other Businesses

Grace & James Kids, LLC Not investment related 150 Witherspoon Rd., Athens, GA 30606-4864 Manufacture & Retail children's clothing Position: Member and tax matters partner Started: 12/29/2015 Hours Per month: 5 Hours per month spent during trading hours: 0 Duties include tax preparation and compliance Partner in Grace & James Kids, LLC - e-commerce manufacturer and retailer of children's clothing

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Tim Ellis
• Timothy Ellis