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283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-06 |
| MT | RA | APPROVED | 2008-09-24 |
Branch Locations
283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States
283 W. Front Street Suite 302, Missoula, MT 59802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-21 |
| MT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S.G. Long & Company | Missoula | MT | 09/1995 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-09 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-09 |
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