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Amb Wealth, LLC CRD 113106
$1.07B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
135 South Madison Street, Thomasville, GA 31792 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-07-12 |
| GA | RA | APPROVED | 2018-02-22 |
| FL | RA | APPROVED | 2004-11-23 |
Branch Locations
135 South Madison Street, Thomasville, GA 31792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen, Mooney, And Barnes Investment Advisors | Thomasville | GA | 10/2004 | Present |
| Allen, Mooney And Barnes Brokerage Services | Thomasville | GA | 03/2007 | Present |
1) FAIM Investments, LLC; Parent Company of AMB; Minority Owner; 0 hours/month 2) Licensed Insurance Agent; Investment related; Non-variable insurance sales; Start Date: 04/09/2003; 1 hour monthly and during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-15 |
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