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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-11 |
| NJ | RA | APPROVED | 2018-07-13 |
| TX | RA | APPROVED | 2018-07-12 |
Branch Locations
200 Park Avenue 2Nd Floor, Florham Park, NJ 07932-1026 • United States
Naples, FL • United States
Franklin Lakes, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 01/2009 | 07/2018 |
| Bank Of America, N.A. | Paramus | NJ | 11/2009 | 07/2018 |
| Rbc Capital Markets, Llc. | Florham Park | NJ | 07/2018 | Present |
| City National Bank | Florham Park | NJ | 08/2018 | Present |
(1) NAME OF ENTITY: LMJ Gee LLC ADDRESS: 1718 Oakwood Terrace Scotch Plains New Jersey 07076 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Nov 08, 2010 CAPACITY: Owner DUTIES: Part of an estate plan HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-12 |
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