Robert Edward Lampe

Current Employers

Employment History

• 02/2013 → 07/2019
  Raymond James & Associates, Inc.
  Miamisburg, OH
• 07/2019 → 12/2022
  Cantella & Co., Inc.
  Malden, MA
• 07/2019 → Present
  Rightwealth Advisors
  Dayton, OH
• 12/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2013-02-13 → 2019-07-01
  Raymond James & Associates, Inc.
  Miamisburg, OH
• 2011-02-22 → 2013-02-13
  Morgan Keegan & Company, Llc
  Miamisburg, OH
• 2009-06-01 → 2011-03-11
  Morgan Stanley
  Centerville, OH
• 1999-12-07 → 2009-06-01
  Citigroup Global Markets Inc.
  Centerville, OH
  Dayton, OH
  Dayton, OH

Other Businesses

1) 1. Insurance Sales 2. Investment Related - Yes 3. See office of employment address 4. Insurance Sales 5. Agent 6. 07/01/2019 7. 2 hrs 8. 2hrs 9. Selling/servicing various lines of non-securities insurance through various carriers 10. Commissions 2) 1. Lampe Wealth Management LLC 2. Investment Related - Yes 3. See office of employment address 4. LLC for D/B/A under RIA 5. Owner 607/01/2019 7. 160 hrs 8. 160 hrs 9. Passthrough entity for RIA and BD business done under Rightwealth advisors 10. Advisory Fees 3) 1. Rightwealth Holdings, LLC 2.Investment Related - Yes 3. See office of employment address 4. Holding Company for Rightwealth Real Estate 6. 10/15/2019 7. 4 hrs 8. 4 hrs 9. Managing Partner 10.None

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-15
• S63 Uniform Securities Agent State Law Examination
  1993-10-01

Designations