Pamela Yvonne Dobson

Employer firm

Moulton Wealth Management, Inc CRD 304598

$160M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 04/2018
  D.A. Davidson & Co.
  Kennewick, WA
• 04/2014 → 04/2018
  D.A. Davidson & Co.
  Coeur D'ALene, ID
• 05/2018 → 08/2018
  Unemployed
  Post Falls, ID
• 09/2018 → 05/2020
  Cetera Advisors
  Denver, CO
• 08/2018 → Present
  Moulton Wealth Management, Inc
  Spokane Valley, WA
• 08/2019 → Present
  Moulton Wealth Management, Inc
  Spokane, WA

Previous Registrations

• 2018-09-19 → 2020-05-18
  Cetera Advisors Llc
  Spokane Valley, WA
• 2014-04-09 → 2018-04-30
  D.A. Davidson & Co.
  Kennewick, WA
  Coeur D'ALene, ID

Exams

• S66 Uniform Combined State Law Examination
  2014-04-07

Other Names

• Pamela Yvonne Dobson
• Pamela Yvonne Bounds
• Pamela Yvonne Richardson