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283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-01-07 |
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
2 disclosure categories 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 |
|---|---|---|---|---|
| Sg Long & Company | Missoula | MT | 08/2014 | Present |
SGL Investment Advisor - Yes, investment related: Investment Advisor (firm affiliate) - shared address: 283 W Front St., Ste. 302, Missoula, MT 59802 - Investment Advisor Representative - same as SG Long start date: 8/2014 - approximately 20 hours per month during market hours - Serves as relationship manager and receives a % of fees for referrals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-20 |
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