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Terry Dean Ellis

Greenbelt Investment Advisors, LLC

Round Rock, TX

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Current Employers
Greenbelt Investment Advisors, Llc

100 E Main Street Suite 101, Round Rock, TX 78664 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-12-14
  • TX RA
    APPROVED
    Since 2010-12-14

Branch Locations

100 E Main Street Suite 101, Round Rock, TX 78664 • 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
Afs Investment Advisors, Inc. Austin TX 01/2008 Present
Evolve Securities, Inc. Austin TX 04/2008 Present
  • 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
CodeExamDate
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
  • 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

View on SEC IAPD

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