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415 N. Higgins Ave, Missoula, MT 59802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2019-11-06 |
| ID | RA | APPROVED | 2019-11-04 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 10/2019 |
| Portfolio Logix, Llc | Missoula | MT | 11/2019 | Present |
| Portfolio Logix, Llc | Missoula | MT | 11/2019 | Present |
1) PORTFOLIO LOGIX, LLC, DBA FOR FIXED INSURANCE SALES; SOLE OWNER SINCE 2003.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-20 |
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