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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_RES | 2022-01-18 |
| MT | RA | APPROVED | 2021-04-30 |
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 | 2018-01-16 |
Branch Locations
283 West Front Suite 302 Suite 302, Missoula, MT 59802-4328 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sg Long & Company | Missoula | MT | 11/2014 | Present |
| Sgl Investment Advisors | Missoula | MT | 05/2014 | Present |
SGL INVESTMENT ADVISORS; INVESTMENT-RELATED; 283 W FRONT ST., STE. 302, MISSOULA, MT 59802; AFFILIATED INVESTMENT ADVISOR; EQUITY RESEARCH SPECIALIST; STARTING 05/2014; 120 HOURS DURING TRADING HOURS; EQUITY RESEARCH, PORTFOLIO MANAGEMENT, AND TRADING OF MANAGED ACCOUNTS. ZACH CARVALHO ART: NOT INVESTMENT-RELATED; HOME ADDRESS; PRODUCTION AND SALE OF FINE ART; OWNER; STARTING 03/2022; 80 HOURS PER MONTH - NOT DURING MARKET HOURS; DIRECT SALES, COMMISSION SALES THROUGH GALLERY(IES). Logjam Presents; not investment related; 32 Campus Drive, Missoula, MT 59801; Concerts/Events; Security Supervisor; Start Date 5/31/2024; variable/seasonal hours- less than 40 hours per week- none during trading hours; oversee and provide security for events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-12 |
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