DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
David Russell Lamb
Feed of 09/14/2026
Also filed as Rusty Lamb
At current firm
0 y
since Aug 14, 2026
In the industry
28 y
since Dec 9, 1997 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Chelsea Advisory Services, Inc independent RIA currentsince Aug 14, 2026 · Statham, Ga
- Chelsea Advisory Services, Inc independent RIAMay 4, 2016 to Jan 23, 2018 · Conyers, Ga
- Monticello Investment Services, Inc. formerFeb 11, 2011 to Dec 2, 2015 · Neosho, Mo
- Peachtree Planning Advisors, Inc. unclassifiedFeb 1, 2010 to Dec 31, 2010 · Atlanta, Ga
- Park Avenue Securities LLC BD affiliatedAug 7, 2009 to Oct 22, 2010 · Atlanta, Ga
- Lockton Investment Advisors, LLC no RAUMMay 28, 2008 to Jul 7, 2009 · Atlanta, Ga
- New York Life Investment Management LLC asset managerSep 13, 2004 to Apr 15, 2008 · Parsippany, Nj
- Valic Financial Advisors, Inc. BD affiliatedJun 29, 1999 to Sep 10, 2004 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Monticello Investment Services, Inc. to Chelsea Advisory Services, Incleft Dec 2, 2015, registered May 4, 2016 (154 days) · Other
- Peachtree Planning Advisors, Inc. to Monticello Investment Services, Inc.left Dec 31, 2010, registered Feb 11, 2011 (42 days) · Other
- Park Avenue Securities LLC to Peachtree Planning Advisors, Inc.left Oct 22, 2010, registered Feb 1, 2010 (-263 days) · Other
- Lockton Investment Advisors, LLC to Park Avenue Securities LLCleft Jul 7, 2009, registered Aug 7, 2009 (31 days) · Other
- New York Life Investment Management LLC to Lockton Investment Advisors, LLCleft Apr 15, 2008, registered May 28, 2008 (43 days) · Other
- Valic Financial Advisors, Inc. to New York Life Investment Management LLCleft Sep 10, 2004, registered Sep 13, 2004 (3 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address