Pamela Dobson has been an investment adviser representative at Moulton Wealth Management since September 2019, and is not listed among the firm’s executive officers or direct owners.
Moulton Wealth Management, Inc is a Spokane Valley, WA firm with $160M under management, 477 clients and 3 advisers in one office, as of its January 2026 filing.
Pamela Dobson’s longest registration is the current one, 7 years at Moulton Wealth Management since 2019. Before joining Moulton Wealth Management in 2019, Pamela Dobson was registered through Cetera Advisors LLC and D.a. Davidson & Co.
- – present · 7 yearsSpokane Valley, WA · Adviser representative · Firm CRD 304598
- Cetera Advisors LLC– · 1 yearSpokane Valley, WA · Adviser representative · Firm CRD 10299
- D.a. Davidson & Co.– · 4 yearsCoeur D' Alene, ID · Adviser representative · Firm CRD 199
Investment adviser representative registrations
Pamela Dobson is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in September 2019.
- TexasResidentSince 17 September 2019
- WashingtonSince 16 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 8 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 April 2014 |
| Series 7 | General Securities Representative Examination | 8 November 2013 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Pamela Yvonne Dobson
- CRD
- 6008593
- Firm
- Moulton Wealth Management · CRD 304598
- Office
- 420 N EVERGREEN RD., SUITE 100, Spokane Valley, WA 99216
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Pamela Dobson work?
Pamela Dobson is an investment adviser representative registered through Moulton Wealth Management, Inc since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is Pamela Dobson a financial advisor?
Yes. Pamela Dobson has a current investment-adviser registration in Texas and Washington, through Moulton Wealth Management since September 2019.
How many years of experience does Pamela Dobson have?
Pamela Dobson has 12 years in the financial industry, since March 2014, across 3 adviser firms.
What exams has Pamela Dobson passed?
Pamela Dobson has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in November 2013. FINRA credited Pamela Dobson with the SIE, which began in October 2018.
Where did Pamela Dobson work before Moulton Wealth Management?
Before Moulton Wealth Management, Pamela Dobson was registered through D.a. Davidson & Co., April 2014 to April 2018.
Where is Pamela Dobson based?
Pamela Dobson’s registered office is in Spokane Valley, WA.
Is Pamela Dobson registered with FINRA?
No. Pamela Dobson has no current broker registration.
How can I verify Pamela Dobson’s record?
Search CRD 6008593 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Pamela Dobson’s full registration record.
