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LM

Lee M. Middlekauff

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CRD#: 2167587
LM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lee Mclane Middlekauff, who also goes by Lee Mclane Middlekanff, was a registered financial professional .

Lee is a previously registered financial professional and started their career in finance in 1994. Lee had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lee Mclane Middlekanff

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 26, 2012 - April 17, 2019

LONGBOW SECURITIES, LLC

BD
CRD#: 135738
INDEPENDENCE, OH
Past

November 10, 2006 - July 30, 2012

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
DENVER, CO
Past

October 20, 2006 - July 30, 2012

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
DENVER, CO
Past

November 21, 2002 - October 16, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
DENVER, CO
Past

November 28, 2000 - October 16, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
DENVER, CO
Past

January 23, 1998 - October 16, 2000

COMMERZ MARKETS LLC

BD
CRD#: 41957
NEW YORK, NY
Past

May 16, 1997 - January 16, 1998

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

June 6, 1994 - May 20, 1997

NATWEST SECURITIES CORPORATION

BD
CRD#: 18238
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/13/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LS
LONGBOW SECURITIES, LLC
LONGBOW SECURITIES, LLC

CRD#: 135738 / SEC#: , 8-66950

BD
Terminated by SEC on 02/13/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 03/24/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
LONGBOW RESEARCH, LLCOWNER
MACGREGOR, DAVID SUTHERLANDPRESIDENT/DIRECTOR OF RESEARCH/CHIEF COMPLIANCE OFFICER/FINOP2685554

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LONGBOW SECURITIES, LLC

CRD#: 135738

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