Gordon D. Macquirter

AMB WEALTH

Thomasville, GA 31792

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CRD#: 4561568

Professional summary

Gordon Daniel Macquirter 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.

Gordon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Gordon has worked at 3 firms and has passed the Series 66, Series 79TO, SIE and Series 7 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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gordon Daniel Macquirter'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®

None

Experience

Current

November 23, 2004 - Present

AMB WEALTH, LLC

Office #1: 135 South Madison Street, Thomasville, GA 31792

RIA

CRD#: 113106

Thomasville, GA

Current

April 27, 2007 - Present

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC

Office #1: 135 S. Madison Street, Thomasville, GA 31792Office #2: 135 S Madison Street, Thomasville, GA 31792

CRD#: 142619

Thomasville, GA

Past

November 22, 2004 - December 31, 2017

AMB WEALTH, LLC

RIA

CRD#: 113106

THOMASVILLE, GA

Past

June 2, 2003 - August 17, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

THOMASVILLE, GA

Past

August 2, 2002 - April 24, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

THOMASVILLE, 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

Alabama
(6/18/2007)

Colorado
(11/4/2015)

IAR

Florida
(11/23/2004)

Florida
(6/6/2007)

Georgia
(4/27/2007)

IAR

Georgia
(2/22/2018)

Maryland
(7/14/2016)

Michigan
(8/13/2021)

South Carolina
(5/14/2007)

IAR

South Carolina
(7/12/2023)

Virginia
(11/6/2009)

Washington
(8/5/2019)

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: 8/15/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/1/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMB WEALTH, LLC

CRD#: 113106 / SEC#: 801-60350

RIA

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

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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.

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Advisor Monitoring

Firm Stability Insights

Gordon D. Macquirter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gordon Daniel Macquirter's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC

AMB WEALTH, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

AMB WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/15/2002

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/1/2002

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

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