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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

DAVID RUSSELL LAMB

Advisor at CHELSEA ADVISORY SERVICES, INC

Statham, GA

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Search this name across graphsid dfx:ria:30da87bb-1cc1-f995-08f5-2f37513625e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jun 29, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHELSEA ADVISORY SERVICES, INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 9, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Dec 9, 1997
First registration: Jun 29, 1999
Dual registered: yes, broker-dealer
Other names: RUSTY LAMB
IAPD individual key: 2228764

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHELSEA ADVISORY SERVICES, INC	Independent wealth	Aug 14, 2026	n/a	yes	Statham, GA	Current employment
CHELSEA ADVISORY SERVICES, INC	Independent wealth	May 4, 2016	Jan 23, 2018	no	Conyers, GA	Previous registration
MONTICELLO INVESTMENT SERVICES, INC.	Former SEC adviser	Feb 11, 2011	Dec 2, 2015	no	NEOSHO, MO	Previous registration
PEACHTREE PLANNING ADVISORS, INC.	n/a	Feb 1, 2010	Dec 31, 2010	no	ATLANTA, GA	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Aug 7, 2009	Oct 22, 2010	no	ATLANTA, GA	Previous registration
LOCKTON INVESTMENT ADVISORS, LLC	No RAUM reported	May 28, 2008	Jul 7, 2009	no	ATLANTA, GA	Previous registration
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Asset manager	Sep 13, 2004	Apr 15, 2008	no	PARSIPPANY, NJ\|NEW YORK, NY	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jun 29, 1999	Sep 10, 2004	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MONTICELLO INVESTMENT SERVICES, INC.	CHELSEA ADVISORY SERVICES, INC	Dec 2, 2015	May 4, 2016	154	Firm change	Other
PEACHTREE PLANNING ADVISORS, INC.	MONTICELLO INVESTMENT SERVICES, INC.	Dec 31, 2010	Feb 11, 2011	42	Firm change	Other
PARK AVENUE SECURITIES LLC	PEACHTREE PLANNING ADVISORS, INC.	Oct 22, 2010	Feb 1, 2010	-263	Firm change after gap	Other
LOCKTON INVESTMENT ADVISORS, LLC	PARK AVENUE SECURITIES LLC	Jul 7, 2009	Aug 7, 2009	31	Firm change	Other
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	LOCKTON INVESTMENT ADVISORS, LLC	Apr 15, 2008	May 28, 2008	43	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Sep 10, 2004	Sep 13, 2004	3	Firm change	Other

Relationships

Registered with (7)

→ CHELSEA ADVISORY SERVICES, INCRegistered adviserregistration: previous registration
May 4, 2016 to Jan 23, 2018factForm ADV
→ MONTICELLO INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 11, 2011 to Dec 2, 2015factForm ADV
→ PEACHTREE PLANNING ADVISORS, INC.Registered adviserregistration: previous registration
Feb 1, 2010 to Dec 31, 2010factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Aug 7, 2009 to Oct 22, 2010factForm ADV
→ LOCKTON INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
May 28, 2008 to Jul 7, 2009factForm ADV
→ NEW YORK LIFE INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 13, 2004 to Apr 15, 2008factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jun 29, 1999 to Sep 10, 2004factForm ADV

Dated events

No dated event names this entity yet.