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2801 South Russell St. #7, Missoula, MT 59801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2018-11-05 |
Branch Locations
2801 South Russell St. #7, Missoula, MT 59801 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Sapphire Financial Services | Missoula | MT | 04/1984 | Present |
| Sapphire Financial Strategies, L.L.C. | Missoula | MT | 04/2018 | Present |
| First Advisors National | Missoula | MT | 11/2015 | 09/2018 |
PRESIDENT AND OWNER OF SAPPHIRE FINANCIAL SERVICES, INC, 2801 SOUTH RUSSELL #7, MISSOULA, MT, 59801. INSURANCE AGENT - SALE OF FIXED INSURANCER PRODUCTS WITH VARIOUS INSURANCE COMPANIES. NON INVESTMENT RELATED BUSINESS. APPROX. 75 HRS PER MONTH SOME DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-06 |
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