Brewer P. Bentley
AMB WEALTH
Thomasville, GA 31792
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CRD#: 6057762
Professional summary
Brewer Pope Bentley, who also goes by Brewer P Bentley, Brewer Pope Bentley, 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.
Brewer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Brewer has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brewer P Bentley | Brewer Pope Bentley
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) Bentley Capital Assets LLC; Barwick, GA; Start date: 10/05/2015; Owner and managing member; Hours per week: 0; Hours during trading: 0; Manage accounts and owns land and house in Brooks County, Georgia. LLC receives farm land rent and USDA crop subsidy. Not Investment related 2) Brooks County Board of Tax Assessors; Quitman, GA; Start date: 2/7/2022; Assessor; Hours per week: 1: Hours during trading: 0; Appointed to the Board of Tax Assessors of Brooks County, GA. Initial term began February 7, 2022 and current term continues through December 31, 2027. Not investment related. 3) Licensed Insurance Agent; Non-variable insurance sales / investment related; 1 hour monthly and during market hours; Start date: 05/29/2024
CRS (Client Relationship Summary) - RIA
Click below to view Brewer Pope Bentley's 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®
NoneExperience
Current
May 10, 2023 - Present
AMB WEALTH, LLC
Office #1: 135 South Madison Street, Thomasville, GA 31792RIA
CRD#: 113106
Thomasville, GA
Current
April 27, 2023 - Present
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC
Office #1: 135 S. Madison Street, Thomasville, GA 31792BD
CRD#: 142619
Thomasville, GA
Past
September 23, 2013 - April 6, 2023
EDWARD JONES
RIA
CRD#: 250
QUITMAN, GA
Past
September 3, 2013 - April 6, 2023
EDWARD JONES
BD
CRD#: 250
QUITMAN, GA
Past
December 14, 2012 - April 19, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
TALLAHASSEE, FL
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
Alabama(4/27/2023)
IAR
Alabama(10/19/2023)
RR
District of Columbia(11/1/2024)
RR
Florida(4/27/2023)
IAR
Florida(6/9/2023)
RR
Georgia(4/27/2023)
IAR
Georgia(5/10/2023)
RR
Louisiana(5/10/2023)
IAR
Louisiana(5/10/2023)
IAR
North Carolina(5/18/2023)
RR
South Carolina(4/27/2023)
IAR
South Carolina(5/15/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 985 |
| AUM (Assets Under Management) | $ 1,010,736,265 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMB WEALTH, LLC
CRD#: 113106Thomasville, GA 31792TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
