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Matthew Peter Sullivan

Rbg Wealth Advisors LLC

Memphis, TN

CRD 8235474

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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:

Current Employers
Rbg Wealth Advisors Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-04-10
TX RA APPROVED 2026-04-09
  • TN RA
    APPROVED
    Since 2026-04-10
  • TX RA
    APPROVED
    Since 2026-04-09

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
High School Student Memphis TN 02/2016 04/2017
Newk\'s Eatery Memphis TN 05/2017 08/2017
Buster's Liquors & Wines Memphis TN 05/2018 01/2021
Reynolds, Bone & Griesbeck Plc Memphis TN 01/2021 10/2022
Reynolds, Bone & Griesbeck Plc Memphis TN 10/2022 02/2026
Rbg Wealth Advisors Llc Memphis TN 02/2026 Present
Rbg Wealth Advisors Llc Memphis TN 02/2026 Present
University Of Mississippi Oxford MS 08/2017 05/2018
  • 02/2016 → 04/2017
    High School Student
    Memphis, TN
  • 05/2017 → 08/2017
    Newk\'s Eatery
    Memphis, TN
  • 05/2018 → 01/2021
    Buster's Liquors & Wines
    Memphis, TN
  • 01/2021 → 10/2022
    Reynolds, Bone & Griesbeck Plc
    Memphis, TN
  • 10/2022 → 02/2026
    Reynolds, Bone & Griesbeck Plc
    Memphis, TN
  • 02/2026 → Present
    Rbg Wealth Advisors Llc
    Memphis, TN
  • 02/2026 → Present
    Rbg Wealth Advisors Llc
    Memphis, TN
  • 08/2017 → 05/2018
    University Of Mississippi
    Oxford, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-16
  • S65 Uniform Investment Adviser Law Examination
    2026-03-16

View on SEC IAPD

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