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Rbg Wealth Advisors LLC CRD 319486
$155M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5100 Wheelis Dr Suite 211, Memphis, TN 38117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-25 |
| TN | RA | APPROVED | 2024-09-23 |
Branch Locations
5100 Wheelis Dr Suite 211, Memphis, TN 38117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-25 |
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