Gregory O. Davis

RBG WEALTH ADVISORS LLC

Memphis, TN 38117

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CRD#: 6104801

Professional summary

Gregory O'neal Davis, CFP®, who also goes by Greg Davis, Gregory Oneal Davis, is a registered financial advisor currently at RBG WEALTH ADVISORS LLC located in Memphis, Tennessee.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Gregory has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Davis | Gregory Oneal Davis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Gregory O'Neal Davis is a member of ARCO Collection Services LLC, a non-investment-related entity located at 5050 Poplar Ave., Suite 508 Memphis, TN 38157. Arco Collection Services LLC is a full-service collection agency specializing in third debt collections in the Mid-South area. Greg Davis's duties include strategic planning as well as oversight of operations and finances. He is expected to work 40 hours per month in this role.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory O'neal Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

May 26, 2022 - Present

RBG WEALTH ADVISORS LLC

Office #1: 5100 Wheelis Dr Suite 211, Memphis, TN 38117

RIA

CRD#: 319486

Memphis, TN

Past

December 11, 2013 - January 12, 2022

CENTURY WEALTH MANAGEMENT, LLC

RIA

CRD#: 113769

MEMPHIS, TN

Past

November 5, 2012 - October 3, 2013

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

RIA

CRD#: 6950

MEMPHIS, TN

Past

November 5, 2012 - October 3, 2013

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

CRD#: 6950

MEMPHIS (SHELBY), TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RBG WEALTH ADVISORS LLC

CRD#: 319486 / SEC#: 801-131678

RIA

Registered Investment Advisory firm - (12/20/2024 Approved)

Tennessee

Registered Investment Advisory firm - (1/14/2025 Terminated)

Texas

Registered Investment Advisory firm - (1/13/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(5/26/2022)

IAR

Texas
(12/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/25/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/2/2012

General Securities Representative Examination

Current Firm

RBG WEALTH ADVISORS LLC

CRD#: 319486 / SEC#: 801-131678

RIA

Registered Investment Advisory firm - (12/20/2024 Approved)

Tennessee

Registered Investment Advisory firm - (1/14/2025 Terminated)

Texas

Registered Investment Advisory firm - (1/13/2025 Terminated)

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Contact information

Main Address

5100 Wheelis Dr Suite 211, Memphis, TN 38117

Mailing Address

Phone number

(901) 244-2980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- RBG WEALTH ADVISORS LLC (1/14/2025)

Regulatory assets under management

Total Number of Accounts	283
AUM (Assets Under Management)	$ 105,016,228

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory O. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory O'neal Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

RBG WEALTH ADVISORS LLC

CENTURY WEALTH MANAGEMENT, LLC

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

Primary Firm SEC Registration

RBG WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2012

Series 7

Date: 10/2/2012

Current Firm

RBG WEALTH ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RBG WEALTH ADVISORS LLC

TRUST BUT VERIFY

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