# ELLIS BERT WAYNE

ELLIS BERT WAYNE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [RBG WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/319486) | CHIEF INVESTMENT OFFICER | MEMPHIS, TN |
| — | Form ADV | [SAGEOAK FINANCIAL, LLC](https://search.stillhousedata.com/firm/166927) | PRINCIPAL & FINANCIAL ADVISOR | TULSA, OK |
| — | Form ADV | [PINNACLE PORTFOLIO ADVISORS](https://search.stillhousedata.com/firm/287622) | MANAGING MEMBER & CCO | BOISE, ID |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.