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283 W. Front Street Suite 302, Missoula, MT 59802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-04 |
| MT | RA | APPROVED | 2017-11-06 |
Branch Locations
283 W Front Street Suite 302, Missoula, MT 59802 • United States
283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2011-01-21 |
Branch Locations
283 W. Front Street 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 | 11/2008 | Present |
SGL Investment Advisors (Affiliate) Shared Address - 283 W Front St., Ste. 302, Missoula, MT 59802 Yes, Investment related - Investment Advisor Approximately 20 hours per month devoted to SGLIA business during market hours Refers clients to SGLIA for a % of fees. Missoula Downtown Association and Downtown Missoula Partnership; not investment related; 218 E Main St. C, Missoula, MT 59802; Provide services and support to City of Missoula; Member of Board of Directors; start date 1/1/2020; 2 hours per month; 0 hours during trading hours; provide insight and direction to non-profit entity JoshMTKicks- 327 Easy Street, Missoula, MT 59802- not investment related- buy and sell shoes- owner- start date 8-30-2024- less than 1 hour per week- not during trading hours- buy and sell shoes for profit and hobby
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-24 |
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