Best Investors Account Sign in
Inactive

Lisa Marie Shive

Rbg Wealth Advisors LLC

Memphis, TN

Claim This Profile
Current Employers
Rbg Wealth Advisors Llc

5100 Wheelis Dr Suite 211, Memphis, TN 38117 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-25
TN RA APPROVED 2024-09-23
  • TX RA
    APPROVED_RES
    Since 2024-11-25
  • TN RA
    APPROVED
    Since 2024-09-23

Branch Locations

5100 Wheelis Dr Suite 211, Memphis, TN 38117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nuveen Asset Management Memphis TN 03/2015 07/2018
Financial Consulting Group Investment Company Germantown TN 07/2018 04/2023
Fcg Investment Company Germantown TN 03/2022 04/2023
Mid Atlantic Capital Corp. Germantown TN 07/2018 06/2020
Raymond James Financial Services Advisors, Inc. Memphis TN 04/2023 01/2024
The Avenue Memphis Memphis TN 04/2023 01/2024
Rbg Wealth Advisors Llc Memphis TN 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-25
  • S65 Uniform Investment Adviser Law Examination
    2022-02-25
Other Names
  • Lisa M Shive

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Memphis, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor