JEREMY LAM is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with GOLDSTONE FINANCIAL GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GOLDSTONE FINANCIAL GROUP, LLC | 2026-08-02 | present | Yes |
| CORIENT PRIVATE WEALTH LP | 2024-04-25 | 2026-07-07 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2022-09-19 | 2022-11-03 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2020-12-23 | 2022-09-19 | — |