John W. Amberg
Professional summary
John William Amberg II, who also goes by Billy Amberg, John William Amberg, is a registered financial advisor currently at BLOOMWOOD located in Atlanta, Georgia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John has worked at 4 firms and has passed the Series 65, Series 66, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John William Amberg II's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 28, 2022 - Present
BLOOMWOOD
July 2, 2021 - September 12, 2022
CEDAR VALLEY CAPITAL LLC
January 16, 2019 - February 2, 2024
CORPORATE FINANCE SECURITIES, INC.
April 1, 2015 - July 25, 2018
MORGAN STANLEY
January 12, 2015 - July 25, 2018
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/28/2022)
(10/4/2022)
Exams
Series 79TO
Date: 6/25/2019
Investment Banking Registered Representative ExaminationCurrent Firm
BLOOMWOOD
CRD#: 322154 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 18,871,801 |
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.
