Curtis Teichert Lamb

Current Employers

Employment History

• 10/2014 → Present
  Narus Financial Partners, Llc F/K/A Clearstone Capital Mgmt.
  Salt Lake City, UT
• 05/2020 → 10/2022
  Blacksheep Investment Advisor, Llc
  Salt Lake City, UT
• 11/2020 → 10/2022
  Blacksheep Investment Advisor, Llc
  Salt Lake City, UT

Previous Registrations

• 2020-12-21 → 2022-10-17
  Blacksheep Advisor
  Salt Lake City, UT
• 2006-10-05 → 2014-10-22
  Charles Schwab & Co., Inc.
  Cottonwood Heights, UT
  Phoenix, AZ
  Sandy, UT
  Chandler, AZ

Other Businesses

1. UMA Financial Services; investment related; 310 E 4500 S #550, Salt Lake City, UT 84107; non-profit organization providing financial services to medical professionals; Board Member; January 1, 2021; approximately 1 hour per month; 0 hours devoted during securities trading hours (all board meetings are after hours); As a member of the board Mr. Lamb attends quarterly board meetings wherein his role is to help oversee the activities of the CEO. Mr. Lamb will also provide thoughts and opinions to the CEO and the board to help ensure the company is fulfilling its responsibilities to its members. Mr. Lamb does not recommend securities and has no involvement in building portfolios or speaking with or advising clients. Mr. Lamb does not perform any duties of an investment advisor representative to UMA Financial Services.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-29
• S63 Uniform Securities Agent State Law Examination
  1996-07-31