Darla Marie Felix

Employer firm

S.g. Long & Company CRD 47511

$35.3M regulatory AUM 161 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  Sg Long & Company
  Missoula, MT

Other Businesses

SGL Investment Advisors; investment related; 283 W Front St., Ste. 302, Missoula, MT 59802; Investment Advisor (firm affiliate); Chief Financial Officer and Human Resources Manager; starting 08/2014; 40 hours a month during market hours; Accounting, Management and human resources. SG Long Financial Services; investment related; 283 W Front St., Ste. 302, Missoula, MT 59802; holding company (administrative services for affiliated investment operating companies); Chief Financial Officer/ Member of Board of Directors and Secretary /Treasurer; 60 hours per month during market hours; accounting and management.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-04

Other Names

• Darla Marie Smarz
• Darla Marie Trentham
• Darla Marie Coleman
• Darla Marie Coleman