Keith Rufus Lamb

Current Employers

Employment History

• 08/2020 → 07/2025
  Retirement Wealth Advisors, Llc
  Midway, UT
• 02/2020 → 08/2020
  Alpha Wealth Funds, Llc
  Park City, UT
• 01/2016 → Present
  Luparius Asset Management & Brokerage
  Midway, UT
• 07/2025 → Present
  Portfolio Medics
  Bonita Springs, FL

Previous Registrations

• 2020-08-14 → 2025-07-01
  Brookstone Wealth Advisors, Llc
  Midway, UT
  Wheaton, IL
  Midway, UT
  Midway, UT
• 2020-02-12 → 2020-08-12
  Alpha Wealth Funds, Llc
  Park City, UT
• 2009-03-12 → 2011-11-21
  Surety Wealth Management
  El Paso, TX
• 2008-08-28 → 2008-09-15
  B. Riley Wealth Management
  El Paso, TX
  Hartville, OH
• 2005-08-26 → 2008-09-02
  Surety Wealth Management
  El Paso, TX
  El Paso, TX
• 2002-07-31 → 2005-03-07
  Voya Financial Partners, Llc
  El Paso, TX

Other Businesses

Mr. Lamb has the following Outside Business Activities. He is also an independent insurance agent through his firm Luparius Asset Management and Brokerage. In this role he transacts in insurance products including annuities for individuals. He spends approximately 30 hours a week during market and non-market hours on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-05
• S66 Uniform Combined State Law Examination
  2019-06-27
• S63 Uniform Securities Agent State Law Examination
  2008-09-06

Other Names

• Keith R Lamb