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