Kai Albert Lamb

Employer firm

Solaris Private Wealth Management CRD 140180

$49.3M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → Present
  Solaris, Llc Dba Solaris Private Wealth Management
  Henderson, NV

Previous Registrations

• 2006-05-12 → 2010-12-31
  Solaris Private Wealth Management
  Austin, TX
• 2003-05-19 → 2006-06-01
  Morgan Stanley Dw Inc.
  Henderson, NV

Other Businesses

GENESIS WEB SOLUTIONS, LLC - NOT INVESTMENT RELATED - 185 REED LANE, HENDERSON, NV 89074 - WEB HOSTING - MEMBER/MANAGER - 03/99 - 1/2 HOUR PER MONTH - 0 HOURS - PRINTING 2 INVOICES PER MONTH - BOOKKEEPING SOLARIS LLC - HOLDS PERSONAL INVESTMENTS - 185 REED LANE, HENDERSON, NV 89074 - MEMBER/MANAGER - 05/2000 - 0 HOURS PER MONTH - OVERSEE INVESTMENTS OWNED BY SELF

Exams

• S66 Uniform Combined State Law Examination
  2003-05-01

Other Names

• Kai Lamb