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Shattuck Franklin Lamm

Managing Member & Chief Compliance OfficerKeystone Wealth Services, LLCCRD 4281570

About Shattuck Franklin Lamm

Shattuck Franklin Lamm is listed as Managing Member & Chief Compliance Officer at Keystone Wealth Services, LLC in Palm Desert, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Keystone Wealth Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shattuck Franklin Lamm work?

Shattuck Franklin Lamm is listed as Managing Member & Chief Compliance Officer at Keystone Wealth Services, LLC on SEC Form ADV.

How much of Keystone Wealth Services, LLC does Shattuck Franklin Lamm own?

Form ADV reports a beneficial ownership band of 25-50%.

Keystone Wealth Services, LLC

TitleManaging Member & Chief Compliance Officer
Ownership25-50%
Control personYes
Since2019
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