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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-10-02 |
| TX | RA | APPROVED | 2023-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sg Long & Company | Missoula | MT | 07/2015 | 03/2017 |
| Edward Jones | St. Louis | MO | 03/2017 | 09/2023 |
| Wells Fargo Advisors Financial Network, Llc | Missoula | MT | 09/2023 | Present |
RENTAL PROPERTY; INV RELATED; MISSOULA, MT; 50% OWNERSHIP; START 6/30/2020; 0 HOURS PER MONTH; 0 DURING TRADING; CO-OWNER. COFFEE CREATIONS LLC; INV RELATED; MISSOULA. MT; 100% OWNERSHIP; START 1/1/2020; 0 HOURS PER MONTH; 0 DURING TRADING; LLC TO HOLD RENTAL PROPERTY. STRONG DEVELOPMENT LLC; INV RELATED; MISSOULA, MT; 50% OWNERSHIP; START 2/22/2021; 3 HOURS PER MONTH; 0 HOURS DURING TRADING; COORDINATE ENGINEERS, CITY DEPTS & OTHER PROFESSIONALS TO RE-ZONE PROPERTY. RENTAL PROPERTY; INV RELATED; MISSOULA, MT; 100% OWNERSHIP; START 11/1/2022; 0.5 HOURS PER MONTH; 0 DURING TRADING; MONTHLY REVIEW OF PROFIT AND LOSS STATEMENT. RENTAL PROPERTY; INV RELATED; MISSOULA, MT; 50% OWNERSHIP; START 6/1/2021; REVIEW PROFIT & LOSS, WORK WITH ENGINEERING COMPANY FOR ACCESS & TO ANSWER QUESTIONS. NC RENTAL GROUP 1 LLC; INV RELATED; MISSOULA, MT; 50% OWNERSHIP; START 1/26/2021; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; MONTHLY REVIEW OF BOOKS AND INVESTOR. RENTAL PROPERTY (EATON); INV RELATED; MISSOULA, MT; 50% OWNERSHIP; START 6/15/2022; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; MONTHLY REVIEW OF BOOKS. STRONGBERG LLC; INV RELATED; MISSOULA, MT; 25% OWNERSHIP; START DATE: 09/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RCC HOLDINGS DBA RIVER CITY TAX SERVICES, LLC ; INV RELATED; MISSOULA, MT; TAX PREPARATION SERVICES ;50% OWNERSHIP; START DATE: 10/06/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-01 |
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