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Winston-Salem, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hummingbird Aero Llc | Irvine | CA | 01/2024 | 11/2024 |
| United States Army | Washington | DC | 05/2016 | 08/2023 |
| United States Army Reserve | Washington | DC | 08/2023 | Present |
| Georgetown University Mba Program | Washington | DC | 07/2023 | 05/2024 |
Marshall G. Montgomery serves part-time in the United States Army Reserve (USAR) in a non-investment-related capacity. This activity involves federal military service and does not include securities, financial services, or investment advisory activities. The address of the USAR Headquarters is 4710 Knox St, Fort Bragg, NC 28310. Mr. Montgomery holds the position of Captain (Promotable) (O-3 Pay Grade) and has served in this Reserve role since August 2023. The service typically requires approximately 16 hours per month, with approximately 0 hours occurring during securities trading hours due to weekend and holiday duty, depending on training and operational requirements. Duties include leadership, administrative, and training responsibilities related to readiness in support of the Army Active Component, which is typical of Reserve Component military service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-26 |
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