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Chief Executive Officer and Chief Compliance Officer · RBG Wealth Advisors LLC

Gregory O. Davis

CRD 6104801 · Named on Form ADV at one SEC-registered adviser

At a glance

RBG Wealth Advisors LLC, an SEC-registered wealth manager based in Memphis, TN with $155 million in regulatory assets, lists Gregory O. Davis on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

  • RBG Wealth Advisors LLCChief Executive Officer and Chief Compliance OfficerWealth manager · Memphis, TN · $155M in regulatory assets

AtlasMembers

Gregory’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.