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Laurel Leigh Farrell

Portfolio Logix, LLC

Missoula, MT

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Current Employers
Portfolio Logix, Llc

415 N. Higgins Ave, Missoula, MT 59802 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-11-20
MT RA APPROVED 2022-10-20
  • ID RA
    APPROVED
    Since 2024-11-20
  • MT RA
    APPROVED
    Since 2022-10-20

Branch Locations

415 N. Higgins Ave, Missoula, MT 59802 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portfolio Logix, Llc Missoula MT 10/2020 Present
Self Employed Airbnb Host Missoula MT 08/2018 Present
Cathy Richman Properties Missoula MT 08/2022 Present
Missoula City-County Health Dept. Missoula MT 12/2020 05/2022
Roxiberry Unlimited Missoula MT 12/2014 09/2016
Masksfordocs.cOm Los Angeles CA 04/2020 10/2020
Farrell's Us Martial Arts Des Moines IA 04/1996 01/2017
Unemployed Des Moines IA 01/2017 08/2018
Bergman Plastic Surgery Des Moines IA 08/2021 12/2021
Dandelion One, Llc Des Moines IA 01/2019 12/2020
  • 10/2020 → Present
    Portfolio Logix, Llc
    Missoula, MT
  • 08/2018 → Present
    Self Employed Airbnb Host
    Missoula, MT
  • 08/2022 → Present
    Cathy Richman Properties
    Missoula, MT
  • 12/2020 → 05/2022
    Missoula City-County Health Dept.
    Missoula, MT
  • 12/2014 → 09/2016
    Roxiberry Unlimited
    Missoula, MT
  • 04/2020 → 10/2020
    Masksfordocs.cOm
    Los Angeles, CA
  • 04/1996 → 01/2017
    Farrell's Us Martial Arts
    Des Moines, IA
  • 01/2017 → 08/2018
    Unemployed
    Des Moines, IA
  • 08/2021 → 12/2021
    Bergman Plastic Surgery
    Des Moines, IA
  • 01/2019 → 12/2020
    Dandelion One, Llc
    Des Moines, IA
Other Businesses

1. Hellgate Elk's Club, Missoula chapter. Ms. Farrell's annual membership dues are waived in exchange for performing the duties of Treasurer.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-28
S63 Uniform Securities Agent State Law Examination 1993-07-08
  • S65 Uniform Investment Adviser Law Examination
    2022-09-28
  • S63 Uniform Securities Agent State Law Examination
    1993-07-08

View on SEC IAPD

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Other Offices

EDWARD JONES · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · Missoula, MT
BANKERS LIFE ADVISORY SERVICES, INC. · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · MISSOULA, MT
EDWARD JONES · MISSOULA, MT
WELLS FARGO CLEARING SERVICES, LLC · MISSOULA, MT
VALIC FINANCIAL ADVISORS, INC. · MISSOULA, MT
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Missoula, MT

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