Adviser and broker representative · Amb Wealth, LLC
Kathy B. Bartlett
CRD 4414403 · Thomasville, GA
At a glance
Kathy B. Bartlett is an investment adviser representative with Amb Wealth, LLC in Thomasville, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kathy’s SEC record dates to 2001, about 25 years ago. Kathy is also registered as a broker representative.
Current advisory firm
- Amb Wealth, LLCSince February 2023Thomasville, GA · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kathy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.