ELLIS BERT WAYNE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. ELLIS BERT WAYNE appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | RBG WEALTH ADVISORS LLC | CHIEF INVESTMENT OFFICER | MEMPHIS, TN |
| — | Form ADV | SAGEOAK FINANCIAL, LLC | PRINCIPAL & FINANCIAL ADVISOR | TULSA, OK |
| — | Form ADV | PINNACLE PORTFOLIO ADVISORS | MANAGING MEMBER & CCO | BOISE, ID |