0001614912-14-000004.txt : 20140819 0001614912-14-000004.hdr.sgml : 20140819 20140819091531 ACCESSION NUMBER: 0001614912-14-000004 CONFORMED SUBMISSION TYPE: MA-I PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20140729 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lamont Financial Services Corp CENTRAL INDEX KEY: 0001614912 IRS NUMBER: 222857916 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I SEC ACT: 1934 Act SEC FILE NUMBER: 868-02146 FILM NUMBER: 141050802 BUSINESS ADDRESS: STREET 1: 30 TWO BRIDGES ROAD STREET 2: SUITE 205 CITY: FAIRFIELD STATE: NJ ZIP: 07004 BUSINESS PHONE: 973-785-8900 MAIL ADDRESS: STREET 1: 30 TWO BRIDGES ROAD STREET 2: SUITE 205 CITY: FAIRFIELD STATE: NJ ZIP: 07004 MA-I 1 primary_doc.xml MA-I 0001614912 XXXXXXXX Robert Lamb 973-785-8900 bob@lamontfin.com kyasika@lamontfin.com diane@lamontfin.com N Robert Alan Lamb 001350019 Y 2 0001614912 Lamont Financial Services Corp Lamont Finacial 12-07-1987 N 07-28-2014 0001614912 LOCATED 12-07-1987 30 TWO BRIDGES ROAD SUITE 205 FAIRFIELD NJ 07004 LOCATED 08-15-2007 30 Two Bridges Road Suite 205 Fairfield NJ 07004 Lamont Investment Advisers, Inc. 08-15-2007 N Incorporated as part of initial filing of the MA form. LOCATED 08-15-2007 30 Two Bridges Road Suite 205 Fairfield NJ 07004 Bob Alan Lamb 12-1987 Lamont Financial Services Corporation Fairfield NJ 07004 Y N President/CEO Y 08-2007 Lamont Investmenbt Advisors, Inc. 30 Two Bridges Road Suite 205 Fairfield NJ 07004 N Y Run Bid/Offer requeests for escrow securities, swap valuations for existing municipal clients of LFSC. President 10 Assist municipal clients in procuring investment in UST and US agencies. Monitor LIA staff in bid procedures and swap valuations. N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 07-29-2014 Robert Alan Lamb President