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Robert Lomax Dobbs

Mutual Advisors, LLC

St. Petersburg, FL

Omaha, NE

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Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-01-08
  • FL RA
    APPROVED
    Since 2018-01-08

Branch Locations

147 Second Avenue S Suite 403, St. Petersburg, FL 33701 • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • 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
Mutual Securities, Inc Camarillo CA 05/2013 12/2023
Platinum Wealth Partners, Inc. Tampa FL 12/2009 12/2017
Mutual Advisors,Llc Omaha NE 01/2018 Present
  • 05/2013 → 12/2023
    Mutual Securities, Inc
    Camarillo, CA
  • 12/2009 → 12/2017
    Platinum Wealth Partners, Inc.
    Tampa, FL
  • 01/2018 → Present
    Mutual Advisors,Llc
    Omaha, NE
Previous Registrations
Other Businesses

1. DCH WEALTH MANAGEMENT, LLC., START DATE: 09/26/2016, 147 2ND AVENUE SOUTH, SUITE 403, SAINT PETERSBURG, FL 33701, ADMINISTRATIVE OPERATIONS, MEMBER-MANAGER, NOT INVESTMENT RELATED, 4 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. Robb Dobbs - Pickleball Instructor, Start Date: 3/15/2023, 1200 Kenwood Ave N, St. Petersburg, FL 33704, Sole Proprietor, Pickleball Instructor, Certified Pickleball Professional - PPR (Professional Pickleball Registry), Teaching Individuals and/or group lessons, Not Investment Related, 0-40 Hours per Month, 0-1 Hours per day during trading hours (almost always after hours and weekends). 3. Insurance Agent, Start Date: 02/01/2018, 147 2nd Ave S., Ste. 403, St. Petersburg, FL 3371, Insurance Agent, Insurance Sales, Investment Related, 5 Hours per month, 0.5 Hours per day during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-01
S63 Uniform Securities Agent State Law Examination 1994-06-17
  • S65 Uniform Investment Adviser Law Examination
    1998-07-01
  • S63 Uniform Securities Agent State Law Examination
    1994-06-17

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