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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 | 2022-01-05 |
| MT | RA | APPROVED | 2011-01-21 |
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-04 |
| MT | RA | APPROVED | 2018-01-17 |
Branch Locations
283 West Front Suite 302 Suite 302, Missoula, MT 59802-4328 • UNITED STATES
283 W Front Street Suite 302, Missoula, MT 59802 • United States
283 West Front Suite 302, Missoula, MT 59802-4328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Real Estate Partnership | Missoula | MT | 01/1984 | Present |
| S.G. Long & Company | Missoula | MT | 09/1995 | Present |
| University Of Montana - Critical Language School | Missoula | MT | 01/2018 | Present |
Update (4.15.21) University of Montana, Critical Language School: Not investment related - 2675 Palmer Street, Ste. G, Missoula, MT 59808 - Higher Education - Lecturer - March 2018 - 2 hours per month during market hours - Lecturer on topics of Global Economic Activities. SGL Investment Advisors - Yes, firm affiliate - 283 W. Front St., Ste. 302, Missoula, MT 59802 (same address) - Investment Advisor - Investment Advisor Representative - 9/16/2005 - approximately 3-5 hours a month during market hours - Serves as relationship manager when referring business for a % of fees.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-10 |
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