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MA

Miron Herbert Allen Jr

AMB WEALTH
THOMASVILLE, GA
·CRD# 1561147·40 years experience

Professional Summary

Miron Herbert Allen JR, who also goes by M H Allen, Miron Herbert Jr Allen, is a registered financial advisor currently at AMB WEALTH, LLC located in Thomasville, Georgia and ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC located in Thomasville, Georgia. Miron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Miron has worked at 6 firms and has passed the Series 65, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

M H Allen, Miron Herbert Jr Allen

Blog Corner

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

AMB WEALTH, LLC·CRD# 113106
RIA
135 South Madison Street, Thomasville, GA 31792
February 23, 2018 - Present
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC·CRD# 142619
BD
1. 135 S. Madison Street, Thomasville, GA 317922. 135 S Madison Street, Thomasville, GA 31792
March 29, 2007 - Present
AMB WEALTH, LLC·CRD# 113106
RIA
Thomasville, GA
October 13, 2004 - December 31, 2017
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Thomasville, GA
January 12, 2001 - April 24, 2007
SHIELDS & COMPANY·CRD# 11053
BD
New York, NY
September 5, 1989 - February 12, 2001
INTEGRATED RESOURCES EQUITY CORPORATION·CRD# 6403
BD
May 16, 1989 - August 3, 1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
September 26, 1986 - May 16, 1989

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Current Firm

AW
AMB WEALTH, LLC

ALLEN & MOONEY INVESTMENT ADVISORS, LLC | HAWK STREET WEALTH | AMB WEALTH, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS LLC | ALLEN MOONEY BARNES INVESTMENT ADVISORS | ALLEN & MOONEY INVESTMENTS, LLC

CRD#: 113106 / SEC#: 801-60350
RIA
Registered Investment Advisory firm - SEC (6/13/2001 Approved)

Contact Information

Main Address

135 South Madison Street, Thomasville, GA 31792

Mailing Address

P.o. Box 1116, Thomasville, GA 31799-1116

Phone Number

(866) 277-1500

# of Employees

23

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AMB WEALTH LLC FIRM BROCHURE 07.29.2026 (7/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,157

AUM (Assets Under Management)

$1,074,797,415

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Licensed Insurance Agent: non-variable insurance / investment related; 1 hour monthly and during market hours; Start date: 02.13.2006 2.FAIM INVESTMENTS-CHAIRMAN-PARENT COMPANY OF ALLEN, MOONEY & BARNES BROKERAGE SERVICES, ALLEN, MOONEY & BARNES INVESTMENT ADVISORS AND AMB CLIENT SERVICES. ABOUT 3 HOURS PER MONTH ON THIS ACTIVITY. 3.AMB CLIENT SERVICES--MANAGING PARTNER--FAMILY OFFICE BUSINESS AND FIXED INSURANCE PRODUCTS. ABOUT 8 HOURS PER MONTH ON THIS ACTIVITY. 119 S MADISON STREET, THOMASVILLE, GA. 4.CAMP HOSPITALITY-INVESTOR AND BOARD MEMBER-OWN HOTELS SINCE 1995. PASSIVE INVESTMENT, SPEND ABOUT 4 HOURS PER MONTH ON THIS INVESTMENT. 5.MADISON INVESTORS, LLC--PARTNER--OWNS THE BUILDING OCCUPIED BY ALLEN, MOONEY & BARNES INVESTMENT ADVISORS SINCE 2000. APPROXIMATELY 2 HOURS PER MONTH ON THIS ACTIVITY. 6.PARKER POE CHARITABLE TRUST- CO-TRUSTEE- REVIEW GRANT APPLICATIONS AND PRESENT INFORMATION TO CO-TRUSTEE. SPEND APPROXIMATELY 20 HOURS PER MONTH ON THIS ACTIVITY, THE MAJORITY OF THE TIME IS OUTSIDE OF TRADING HOURS. 7.BROADSTREET CONDO'S-LLC- OWNER. PASSIVE INVESTOR, NO TIME SPENT DURING TRADING HOURS. OWNER SINCE DECEMBER 2010 8.SOUTHERN LODGING, LLC - CHAIRMAN - OPERATING COMPANY FOR HOTEL - ABOUT 2 HOURS PER WEEK 9.AMB PROFESSIONAL SERVICES - MANAGING PRINCIPAL OF AFFILIATED ENTITY TO BROKER-DEALER SUPPORTING CERTAIN SPONSORED INVESTMENTS OF AMB BROKERAGE SERVICES; START DATE 09/2012; 2 HOURS MONTHLY DURING MARKET HOURS.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AMB WEALTH, LLC

ALLEN & MOONEY INVESTMENT ADVISORS, LLC | HAWK STREET WEALTH | AMB WEALTH, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS LLC | ALLEN MOONEY BARNES INVESTMENT ADVISORS | ALLEN & MOONEY INVESTMENTS, LLC

CRD#: 113106 / SEC#: 801-60350
RIA
Registered Investment Advisory firm - SEC (6/13/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(5/7/2018)
IAR
Florida
(6/27/2018)
RR
Georgia
(4/18/2007)
IAR
Georgia
(2/23/2018)
RR
Idaho
(10/21/2022)
RR
South Carolina
(2/7/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1986About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Sep 2025About the Series 52TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1986About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Feb 2008About the Series 4 exam

Series 53 — Municipal Securities Principal Examination

Passed Jan 2007About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Aug 2004About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Miron Herbert Allen JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MA
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