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Edward Matthew Mobbs

Americana Partners, LLC

Beverly Hills, CA

Houston, TX

CRD 7083107

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Employer firm

Americana Partners, LLC CRD 301354

$9.10B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Americana Partners, Llc

811 Louisiana Street Suite 2420, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-04
  • CA RA
    APPROVED
    Since 2026-03-04

Branch Locations

9355 Wilshire Boulevard Suite 200, Beverly Hills, CA 90210 • United States

811 Louisiana Street Suite 2420, Houston, TX 77002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Capital Markets, Llc Beverly Hills CA 03/2019 02/2022
Lumin Wealth Management Ltd St Albans, Hertfordshire 03/2017 12/2017
Applied For Visa: Waiting For Green Card Los Angeles CA 01/2018 01/2019
Extended Travel Dunstable, Bedfordshire 01/2016 03/2017
Rbc Capital Markets, Llc Beverly Hills CA 02/2023 05/2024
Sabbatical - Extended Travel Los Angeles CA 02/2022 12/2022
City National Bank Beverly Hills CA 04/2023 05/2024
Advisory Service Network, Llc Atlanta GA 03/2025 11/2025
Map Strategic Wealth Advisors Los Angeles CA 08/2024 03/2025
Americana Partners, Llc Houston TX 03/2026 Present
Unemployed Los Angeles CA 11/2025 03/2026
  • 03/2019 → 02/2022
    Beverly Hills, CA
  • 03/2017 → 12/2017
    Lumin Wealth Management Ltd
    St Albans, Hertfordshire
  • 01/2018 → 01/2019
    Applied For Visa: Waiting For Green Card
    Los Angeles, CA
  • 01/2016 → 03/2017
    Extended Travel
    Dunstable, Bedfordshire
  • 02/2023 → 05/2024
    Beverly Hills, CA
  • 02/2022 → 12/2022
    Sabbatical - Extended Travel
    Los Angeles, CA
  • 04/2023 → 05/2024
    City National Bank
    Beverly Hills, CA
  • 03/2025 → 11/2025
    Advisory Service Network, Llc
    Atlanta, GA
  • 08/2024 → 03/2025
    Map Strategic Wealth Advisors
    Los Angeles, CA
  • 03/2026 → Present
    Houston, TX
  • 11/2025 → 03/2026
    Unemployed
    Los Angeles, CA
Previous Registrations
Other Businesses

5/2023 Independent Licensed insurance Agent; Investment Related; California; Life and Health Insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-14
  • S66 Uniform Combined State Law Examination
    2021-05-14

View on SEC IAPD

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