Mark E. Davis

AMB WEALTH

St Simons Island, GA 31522

Some features on this profile are disabled

CRD#: 4275024

Professional summary

Mark Eric Davis, CFP® is a registered financial advisor currently at AMB WEALTH, LLC located in St Simons Island, Georgia and PREMIER WEALTH PARTNERS, LLC located in Summerville, South Carolina.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Mark has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Eric Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

February 21, 2018 - Present

AMB WEALTH, LLC

Office #1: 60 Cinema Lane Suite 250, St Simons Island, GA 31522

RIA

CRD#: 113106

St Simons Island, GA

Current

October 28, 2025 - Present

PREMIER WEALTH PARTNERS, LLC

Office #1: 201 Sigma Drive Suite 340, Summerville, SC 29486

RIA

CRD#: 171695

SUMMERVILLE, SC

Current

October 26, 2011 - Present

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC

Office #1: 135 S Madison Street, Thomasville, GA 31792Office #2: 60 Cinema Lane Suite 250, St Simons Island, GA 31522

CRD#: 142619

Thomasville, GA

Past

November 30, 2011 - December 31, 2017

AMB WEALTH, LLC

RIA

CRD#: 113106

ST SIMONS, GA

Past

January 1, 2008 - October 7, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ST. SIMONS ISLAND, GA

Past

January 1, 2008 - October 7, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. SIMONS ISLAND, GA

Past

May 19, 2003 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

ST. SIMONS ISLAND, GA

Past

November 9, 2000 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. SIMONS ISLAND, GA

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".

AMB WEALTH, LLC

CRD#: 113106 / SEC#: 801-60350

RIA

Registered Investment Advisory firm - (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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(8/14/2025)

Florida
(3/22/2012)

Georgia
(10/26/2011)

IAR

Georgia
(2/26/2018)

IAR

Louisiana
(3/26/2021)

Nevada
(6/14/2016)

New York
(10/26/2011)

IAR

North Carolina
(6/6/2023)

North Carolina
(11/18/2024)

South Carolina
(3/2/2017)

IAR

South Carolina
(9/23/2025)

Tennessee
(11/30/2017)

IAR

Texas
(2/28/2025)

Texas
(3/3/2025)

Virginia
(4/11/2013)

IAR

Virginia
(2/21/2018)

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

State Security Law Exam

IAR

Series 66

Date: 5/16/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/7/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 24

Date: 4/7/2015

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

AMB WEALTH, LLC

CRD#: 113106 / SEC#: 801-60350

RIA

Registered Investment Advisory firm - (6/13/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMB WEALTH LLC ADV 2A 02.27.2025 (2/27/2025)

Regulatory assets under management

Total Number of Accounts	985
AUM (Assets Under Management)	$ 1,010,736,265

Red Flags

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.

Similar Advisors

Antwan Palmer

PFS INVESTMENTS INC.

Darien, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark E. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Eric Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREMIER WEALTH PARTNERS, LLC

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC

AMB WEALTH, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

AMB WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/16/2003

Series 63

Date: 12/7/2000

SIE

Date: 10/1/2018

Series 7

Date: 11/8/2000

Series 14

Date: 1/2/2023

Series 24

Date: 4/7/2015

FINRA

Current Firm

AMB WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMB WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors