Gregory Davis has been Chief Executive Officer and Chief Compliance Officer of RBG Wealth Advisors since February 2022, is a control person of the firm and directly owns between 10% and 25% of it. Gregory Davis holds a Bachelor of Science in Business Administration from Christian Brothers University.
RBG Wealth Advisors LLC is a Memphis, TN firm with $155M under management, 80 clients and 4 advisers in one office, as of its March 2026 filing.
Greg Davis is Chief Executive Officer and Wealth Advisor of RBG Wealth Advisors LLC, based in Memphis, TN. A founding member of the RBGWA team, he offers wealth management, financial planning, tax planning, charitable giving planning and investment management. Davis previously served on the TSCPA State Board and is past president of the Memphis TSCPA chapter and FPA of Greater Memphis.
Gregory Davis’ longest registration was 8 years at Century Wealth Management, LLC (2013–2022). Before joining RBG Wealth Advisors in 2022, Gregory Davis was registered through Century Wealth Management, LLC and Duncan-Williams, Inc.
- RBG Wealth Advisors LLCCurrent– present · 4 yearsMemphis, TN · Adviser representative · Firm CRD 319486
- Century Wealth Management, LLC– · 8 yearsMemphis, TN · Adviser representative · Firm CRD 113769
- Duncan-Williams, Inc.– · under a yearMemphis, TN · Adviser representative · Firm CRD 6950
Professional designations
Listed by RBG Wealth Advisors
- CPA
- CFP®
Investment adviser representative registrations
Gregory Davis is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2022; the most recent is Texas, in December 2024.
- TennesseeSince 26 May 2022
- TexasResidentSince 6 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 October 2012 |
| Series 7 | General Securities Representative Examination | 2 October 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory O'Neal Davis
- CRD
- 6104801
- Firm
- RBG Wealth Advisors · CRD 319486
- Role
- Chief Executive Officer and Chief Compliance Officer
- Office
- 5100 WHEELIS DR, SUITE 211, Memphis, TN 38117
- Registration
- Investment adviser registration
- In the industry since
- May 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rbgwa.com
Where does Gregory Davis work?
Gregory Davis has been Chief Executive Officer and Chief Compliance Officer of RBG Wealth Advisors LLC since February 2022, and is a control person of the firm.
Is Gregory Davis a financial advisor?
Yes. Gregory Davis has a current investment-adviser registration in Tennessee and Texas, through RBG Wealth Advisors since May 2022.
How many years of experience does Gregory Davis have?
Gregory Davis has 13 years in the financial industry, since May 2013, across 3 adviser firms.
What exams has Gregory Davis passed?
Gregory Davis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2012.
Where did Gregory Davis work before RBG Wealth Advisors?
Before RBG Wealth Advisors, Gregory Davis was registered through Century Wealth Management, LLC, December 2013 to January 2022; Duncan-Williams, Inc., November 2012 to October 2013.
Where is Gregory Davis based?
Gregory Davis’ registered office is in Memphis, TN.
Is Gregory Davis registered with FINRA?
No. Gregory Davis has no current broker registration.
Is Gregory Davis a CFP?
RBG Wealth Advisors lists Gregory Davis with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Greg Davis biography, rbgwa.com
How can I verify Gregory Davis’ record?
Search CRD 6104801 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Davis’ full registration record.
