Terry Dean Ellis

Employer firm

Greenbelt Investment Advisors, LLC CRD 155704

$167M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2008 → Present
  Afs Investment Advisors, Inc.
  Austin, TX
• 04/2008 → Present
  Evolve Securities, Inc.
  Austin, TX

Previous Registrations

• 2008-01-02 → 2010-12-31
  Evolve Investment Advisors
  Austin, TX
• 2001-05-14 → 2007-12-31
  Transamerica Financial Advisors, Inc.
  Austin, TX
  Pleasant Hill, CA
  Sacramento, CA
  Sacramento, CA
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-31
• S66 Uniform Combined State Law Examination
  2006-08-22
• S63 Uniform Securities Agent State Law Examination
  1992-12-29