Keystone Wealth Services, LLC

Entity
Company
Business address
73575 El Paseo, Suite 2300, 92260 Palm Desert, CA
Phone
7608187020
State of incorporation
CA
Fiscal year end
December 31
Signature 13F
Shad Lamm - Chief Compliance Officer
All SEC filings
View on sec.gov
Keystone Wealth Services, LLC has filed 17 SEC EDGAR filings since 2/14/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Jul 17, 2025 Jun 30, 2025 028-22010
13F-HR Open Document Open Filing Jul 9, 2025 Jun 30, 2025 028-22010
13F-HR Open Document Open Filing Apr 17, 2025 Mar 31, 2025 028-22010
13F-HR Open Document Open Filing Feb 6, 2025 Dec 31, 2024 028-22010
13F-HR Open Document Open Filing Oct 15, 2024 Sep 30, 2024 028-22010
N-PX Open Document Open Filing Jul 22, 2024 Jun 30, 2024 028-22010
13F-HR Open Document Open Filing Jul 12, 2024 Jun 30, 2024 028-22010
13F-HR Open Document Open Filing Apr 12, 2024 Mar 31, 2024 028-22010
13F-HR Open Document Open Filing Jan 17, 2024 Dec 31, 2023 028-22010
13F-HR Open Document Open Filing Oct 5, 2023 Sep 30, 2023 028-22010
13F-HR Open Document Open Filing Jul 20, 2023 Jun 30, 2023 028-22010
13F-HR Open Document Open Filing Apr 7, 2023 Mar 31, 2023 028-22010
13F-HR Open Document Open Filing Feb 10, 2023 Dec 31, 2022 028-22010
13F-HR Open Document Open Filing Nov 1, 2022 Sep 30, 2022 028-22010
13F-HR Open Document Open Filing Jul 13, 2022 Jun 30, 2022 028-22010
13F-HR Open Document Open Filing Apr 21, 2022 Mar 31, 2022 028-22010
13F-HR Open Document Open Filing Feb 14, 2022 Dec 31, 2021 028-22010