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Current Employers
Sgl Investment Advisors, Inc.

283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-06
MT RA APPROVED 2008-09-24
  • TX RA
    APPROVED
    Since 2022-01-06
  • MT RA
    APPROVED
    Since 2008-09-24

Branch Locations

283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States

S.G. Long & Company

283 W. Front Street Suite 302, Missoula, MT 59802 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-21
MT RA APPROVED 2018-01-11
  • TX RA
    APPROVED
    Since 2020-12-21
  • MT RA
    APPROVED
    Since 2018-01-11

Branch Locations

283 West Front Suite 302 Suite 302, Missoula, MT 59802-4328 • UNITED STATES

283 W Front Street Suite 302, Missoula, MT 59802 • United States

283 West Front Suite 302, Missoula, MT 59802-4328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
S.G. Long & Company Missoula MT 09/1995 Present
Other Businesses

SG Long Financial Services; investment related; 283 W Front St., Ste. 302, Missoula, MT 59802; holding company (administrative services for affiliated investment operating companies); CEO; 20 hours a month which can include market hours; oversee operations and managing corporate matters. SGL Investment Advisors; investment related; located at 283 W Front St., Ste. 302, Missoula, MT 59802; Investment Advisor; Senior Portfolio Manager, Corporate Officer and Investment Advisor Representative; January 2008; devotes approximately 80 hours per month including market hour. S G Long Financial Services Corp; investment related; located at 283 W Front St., Suite 302, Missoula, MT 59802; Parent Company providing admin and mgmt. services to subsidiaries, Director; start date 3/1/2006; President; Start date 3/31/2023; 12 hours per month, 0 hours per month during trading, no direct compensation; duties include strategic management, making corporate decisions, managing overall operations. Missoula Economic Partnership; not investment related; 500 North Higgins Avenue Missoula, MT 59802; Promote economic development in Missoula; Member of Board of Directors, start date 1/1/2017; 2 hours per month; 0 during trading hours; provide insight and direction to non-profit entity Missoula Symphony Association; not investment related; 320 East Main Street, Missoula, MT 59802; Promote Symphony in Missoula; Member of Board of Directors; start date 7/17/2023; 1 hour per month; 0 hours during trading; provide insight and direction to non-profit entity

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-04-09
S65 Uniform Investment Adviser Law Examination 1994-04-09
  • S63 Uniform Securities Agent State Law Examination
    1994-04-09
  • S65 Uniform Investment Adviser Law Examination
    1994-04-09
Other Names
  • Susan Elaine Schild

View on SEC IAPD

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