Best Investors
Account
Sign in
283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-01-14 |
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 |
|---|---|---|---|
| MT | RA | APPROVED | 2018-01-05 |
Branch Locations
283 W Front Street Suite 302, Missoula, MT 59802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Missoula | MT | 08/2013 | Present |
SGL Investment Advisor; investment related; located at 283 W. Front, St., Ste. 302, Missoula, MT 59802; Investment Advisor; Investment Advisor Representative; June 23, 2016, 40 hours per month which includes trading hours; Serves as relationship manager when referring business for a % of fees. SGLIA is a firm affiliate. Lard Butt, LLC; not investment related; 1026 1st Ave., Seattle, WA 98119; Apparel Sales and Promotional Events; Partner/Owner; approximately 1 hour per month none of which are during market hours; help organize local Lard Butt 1K events, work with vendors, non-profits, participants, and promotions. City Club Missoula; not investment related, PO Box 9071 Missoula, MT 59807; Community Information Forums; Vice Chair; 2.5 hours per month, 2.5 hours during trading hours; Organize Community Forums, attend/manage lunch forum 1 time per month, attend Forum Committee Meeting 1 time per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-03 |
Reach out to this advisor