Shattuck Franklin Lamm

Current Employers

Employment History

• 04/2014 → 03/2021
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 04/2014 → 07/2017
  Integrated Wealth Management, Inc.
  Palm Desert, CA
• 05/2019 → Present
  Keystone Wealth Services, Llc Dba Keystone Private Wealth
  Palm Desert, CA
• 04/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 04/2014 → 04/2021
  Cypress Wealth Services, Llc
  Palm Desert, CA

Previous Registrations

• 2017-07-18 → 2021-04-19
  Cypress Wealth Services, Llc
  Palm Desert, CA
• 2014-05-05 → 2017-12-31
  Integrated Wealth Management, Inc.
  Palm Desert, CA
• 2009-06-01 → 2014-05-07
  Morgan Stanley
  Indian Wells, CA
  Palm Desert, CA
• 2008-09-12 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palm Desert, CA
• 2001-06-13 → 2008-09-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indian Wells, CA
  Indian Wells, CA

Other Businesses

1. Keystone Wealth Services DBA Keystone Private Wealth; Investment Related; See Office of Employment Address; Investment Advisory RIA; Senior Financial Advisor, Partner Owner; Start - 05/2019; 100 Hrs/Mth; 70 During Trading Hours; Financial Advisor & Fiduciary For The RIA. Provide Investment Advise & Financial Planning For High Net Worth Clients 2. Cornerstone Wealth Service; Non Investment Related; 7355 El Paseo, Suite 2300, Palm Desert, CA 92260; Back Office Support For RIA; Title - Partner/Owner; Start - 6/2019; 10 Hrs/Mth; 0 During Trading Hours; Back Office Support Company For RIA. Provide All Back Office Service From Building Leasing, Staffing, Billing 3. Core Income; Investment Related; 5940 Golden Hills Drive Minneapolis, MN 55416; Insurance; Insurance Partner; 7/1/2021; 1 hr/mo; 1 hr during trading; Core Income helps shop the insurance market for clients. They provide solutions to simple and complex insurance needs for our clients. 4. HOA Invest; Investment Related; 1717 S. 450 W Logan Utah 84321; Financial Advisor; 10/2023; 20 hrs/mo; 20 hrs during non-trading; California laws AB2912 and 1100 recently enacted for all HOAs in the state. This will be an RIA registered with the SEC, asset management for a fee. We will work with HOAs to manage reserve accounts.. I will be an investment Advisor, dully registered, with Keystone Private Wealth and HOA Invest. I will manage investments for home owner and various property associations. 5. Rental Fleet Vehicles. Not Investment Related. 717 Wild Heron Way. Exotic car rental service. Owner. 5/10/2024. 2 hrs/month with 0 during trading hrs. Rents out exotic cars.

Exams

• S66 Uniform Combined State Law Examination
  2001-05-30

Other Names

• Shad Lamm
• Shattuck F Lamm