Unclaimed Profile

Robert Lomax Dobbs

PLATINUM WEALTH PARTNERS, INC.·TAMPA, Florida

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredPLATINUM WEALTH PARTNERS, INC.

100 N. TAMPA STREET, TAMPA, FL 33602CRD# 2157864Firm CRD# 145507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Lomax Dobbs · TAMPA, FL

Registration

CRD #2157864 · PLATINUM WEALTH PARTNERS, INC. · 27 years registered

Brand Profile

Not yet started

Career History

MUTUAL ADVISORS, LLC

Jan 2018 – present

PLATINUM WEALTH PARTNERS

Mar 2011 – Jan 2018

TAMPA, FL

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jun 2007 – Dec 2009

TAMPA, FL

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jun 2006 – Jun 2007

ST. PETERSBURG, FL

CITIGROUP GLOBAL MARKETS INC.

Mar 1999 – Oct 2004

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 23, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLATINUM WEALTH PARTNERS, INC.

CRD 145507 · SEC 801-72447

AUM

$524M

Regulatory assets under management

Employees

2,400 client accounts

Services offered by PLATINUM WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLATINUM WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Lomax Dobbs offer?

Robert Lomax Dobbs specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Robert Lomax Dobbs's credentials?

Robert Lomax Dobbs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Lomax Dobbs located?

Robert Lomax Dobbs is based in TAMPA, Florida, working with PLATINUM WEALTH PARTNERS, INC.. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Robert Lomax Dobbs charge for services?

Robert Lomax Dobbs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLATINUM WEALTH PARTNERS, INC.?

PLATINUM WEALTH PARTNERS, INC. has approximately 28 employees and manages $524M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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