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Current Employers
Premier Wealth Partners, Llc

201 Sigma Drive Suite 340, Summerville, SC 29486 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-10-28
  • SC RA
    APPROVED
    Since 2025-10-28

Branch Locations

201 Sigma Drive Suite 340, Summerville, SC 29486 • United States

201 Sigma Drive Suite 340, Summerville, SC 29486 • United States

Amb Wealth, Llc

135 South Madison Street, Thomasville, GA 31792 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-09-23
TX RA APPROVED_RES 2025-02-28
NC RA APPROVED 2023-06-06
LA RA APPROVED 2021-03-26
GA RA APPROVED 2018-02-26
VA RA APPROVED 2018-02-21
  • SC RA
    APPROVED
    Since 2025-09-23
  • TX RA
    APPROVED_RES
    Since 2025-02-28
  • NC RA
    APPROVED
    Since 2023-06-06
  • LA RA
    APPROVED
    Since 2021-03-26
  • GA RA
    APPROVED
    Since 2018-02-26
  • VA RA
    APPROVED
    Since 2018-02-21

Branch Locations

60 Cinema Lane Suite 250, St. Simons Island, GA 31522 • United States

135 South Madison Street, Thomasville, GA 31792 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Saint Simons Island GA 05/2009 Present
Allen, Mooney And Barnes Brokerage Services Thomasville GA 10/2011 Present
Allen, Mooney And Barnes Investment Advisors Thomasville GA 10/2011 Present
Premier Wealth Partners Summerville SC 09/2025 Present
  • 05/2009 → Present
    Wells Fargo Advisors Llc
    Saint Simons Island, GA
  • 10/2011 → Present
    Allen, Mooney And Barnes Brokerage Services
    Thomasville, GA
  • 10/2011 → Present
    Allen, Mooney And Barnes Investment Advisors
    Thomasville, GA
  • 09/2025 → Present
    Premier Wealth Partners
    Summerville, SC
Previous Registrations
  • 2011-11-30 → 2017-12-31
    St Simons, GA
    Thomasville, GA
  • 2008-01-01 → 2011-10-07
    Saint Simons Island, GA
  • 2003-05-19 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    St. Simons Island, GA
    Brunswick, GA
    St. Louis, MO
Other Businesses

Licensed Insurance Agent: Investment related - Non variable insurance sales; 3 hours monthly - 3 hours during market hours; Start date: 05.04.2007

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-16
S63 Uniform Securities Agent State Law Examination 2000-12-07
  • S66 Uniform Combined State Law Examination
    2003-05-16
  • S63 Uniform Securities Agent State Law Examination
    2000-12-07
Designations

View on SEC IAPD

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