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Crystal L. Godbee

AMB WEALTH

Thomasville, GA 31792

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CRD#: 5629010

Professional summary

Crystal Lee Godbee, who also goes by Crystal Lee Crabtree, 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.

Crystal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Crystal has worked at 11 firms and has passed the Series 66, SIE, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Crystal Lee Crabtree

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.

DOCUMENTS BY DESIGN, LLC POSITION: Admin Assistant NATURE: Hourly work for a document automation service. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2001 ADDRESS: 1323 Vista Rd, Monticello FL 32344, United States DESCRIPTION: Format Word documents, proofread, setup and testing of automated documents.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Lee Godbee'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

May 15, 2023 - Present

AMB WEALTH, LLC

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

RIA

CRD#: 113106

Thomasville, GA

Current

May 10, 2023 - Present

ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC

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

BD

CRD#: 142619

Thomasville, GA

Past

February 19, 2021 - May 1, 2023

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

MONTICELLO, FL

Past

February 3, 2021 - May 1, 2023

WOODBURY FINANCIAL SERVICES, INC.

BD

CRD#: 421

OAKDALE, MN

Past

February 3, 2021 - May 1, 2023

TRIAD ADVISORS LLC

BD

CRD#: 25803

ATLANTA, GA

Past

February 3, 2021 - May 1, 2023

SECURITIES AMERICA, INC.

BD

CRD#: 10205

LAVISTA, NE

Past

February 3, 2021 - May 1, 2023

OSAIC SERVICES, INC.

BD

CRD#: 133763

SCOTTSDALE, AZ

Past

February 3, 2021 - May 1, 2023

OSAIC WEALTH, INC.

BD

CRD#: 23131

SCOTTSDALE, AZ

Past

February 3, 2021 - May 1, 2023

FSC SECURITIES CORPORATION

BD

CRD#: 7461

ATLANTA, GA

Past

September 22, 2020 - February 1, 2021

SECURITIES AMERICA, INC.

BD

CRD#: 10205

LAVISTA, NE

Past

February 25, 2016 - September 30, 2020

SSN ADVISORY, INC.

RIA

CRD#: 126090

Knoxville, TN

Past

February 25, 2016 - November 23, 2020

SECURITIES SERVICE NETWORK, LLC

BD

CRD#: 13318

KNOXVILLE, TN

Past

February 12, 2013 - October 13, 2015

SSN ADVISORY, INC.

RIA

CRD#: 126090

KNOXVILLE, TN

Past

May 25, 2010 - October 13, 2015

SECURITIES SERVICE NETWORK, LLC

BD

CRD#: 13318

KNOXVILLE, TN

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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Florida
(5/10/2023)

IAR

Florida
(5/15/2023)

RR

Georgia
(5/10/2023)

IAR

Georgia
(5/15/2023)

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

RR

IAR

Series 66

Date: 9/19/2011

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 5/24/2010

General Securities Representative Examination

Principal/Supervisory Exam

RR

Series 4

Date: 5/2/2025

Registered Options Principal Examination

Principal/Supervisory Exam

RR

Series 24

Date: 11/29/2010

General Securities Principal Examination

SRO Registrations

RR

FINRA

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 - (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

22

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.

Company Information

AMB WEALTH, LLC

CRD#: 113106Thomasville, GA 31792

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