Name: Craig Scott Ellis Born: 1955
BBA Finance, Southwest Texas State University -1984
Certificate in Financial Planning from the College For Financial Planning.
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by
the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, Financial Planners Standards Council in
Canada and 18 other organizations affiliated with Financial Planning Standards Board (FPSB) , the international owner of the CFP
mark outside of the United States.To receive authorization to use the designation, the candidate must meet education, examination,
experience and ethics requirements, and pay an ongoing certification fee. . The information relates specifically to CFP certification
in the United States
2011 - Present COO of Centauri Advisory Group, Inc.
2007 - 2011 Registered Rep. Trustmont Financial Group
2009 - 2011 IAR Trustmont Advisory Services
2005 – Present Member of EFGroup, LLC.
1991 - 2006 Registered Rep. Olde Economie Financial Consultants
Item 3 Disciplinary Information
There have been no disciplinary events
Item 4 Other Business Activities
C. Scott Ellis is also licensed to sell insurance products. The insurance product may generate a
commission to the insurance agent who is also an adviser. Insurance products offered can be but are
not limited to: life insurance, annuities, indexed annuities, health insurance, disability insurance, long
term care insurance, in the state of PA, OH, & TX.
Accessible Vacations, Inc. is owned by Michele Ellis. C. Scott Ellis spends lesss than 5% of his time working for the company and collects 0% of income from the company.
There is no conflict of interest.
C. Scott Ellis is a local Republican committee member, working on local & state political campaigns.
There is no conflict of interest