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625 Wisconsin Avenue, Whitefish, MT 59937-2129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2018-01-10 |
| TX | RA | APPROVED | 2018-01-09 |
Branch Locations
625 Wisconsin Avenue, Whitefish, MT 59937-2129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icon Distributors, Inc. | Greenwood Village | CO | 02/2003 | 11/2017 |
| Stack Financial Management, Inc. | Whitefish | MT | 01/2018 | Present |
ZACH JONSON IS A MEMBER OF SFM LEGACY, LLC, WHICH IS LOCATED AT 625 WISCONSIN AVE, WHITEFISH, MONTANA. SFM LEGACY, LLC WAS ESTABLISHED TO ENSURE THE INTERNAL SUCCESSION OF STACK FINANCIAL MANAGEMENT. SFM LEGACY, LLC IS NOT AN INVESTMENT-RELATED BUSINESS. MR. JONSON BECAME A NON-MANAGING MEMBER OF THE LLC IN SEPTEMBER 2022 AND HE DEVOTES APPROXIMATELY 1 HOUR/MONTH OF HIS TIME TO THE BUSINESS, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-01-12 |
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