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283 W. Front Street Suite 302, Missoula, MT 59802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-04-08 |
Branch Locations
283 West Front Suite 302 Suite 302, Missoula, MT 59802-4328 • UNITED STATES
283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-08-24 |
| TX | RA | APPROVED_RES | 2022-08-24 |
Branch Locations
283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stockman Wealth Management | Missoula | MT | 11/2019 | 08/2022 |
| Stockman Bank | Misoula | MT | 04/2016 | 12/2020 |
| Orange Street Food Farm | Missoula | MT | 05/2016 | Present |
| Sunglasses Hut | Missoula | MT | 07/2014 | 09/2019 |
| Heggen Law Office | Missoula | MT | 04/2021 | Present |
| Sg Long Financial | Missoula | MT | 08/2022 | Present |
Orange Street Food Farm (05/2016), not investment-related, 701 South Orange Street in Missoula, Montana, Grocery Store, Dairy Stocker, and cashier, 72 hours per month, none during trading hours. Heggen Law Office (04/2021), not investment-related, 3011 American Way, Missoula, MT 59808, Legal Services, cleaner, 4 hours a month, 0 during business hours. Log Jam Presents- start date 8-30-24- not investment related- 131 S Higgins Ave., Suite 2-1, Missoula, MT 59802- Security Guard- provide security for events- seasonally varies 0-20 hours per week- not during trading hours- paid hourly
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-12 |
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