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Current Employers
S.G. Long & Company

283 W. Front Street Suite 302, Missoula, MT 59802 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-03
MT RA APPROVED 2019-01-04
  • TX RA
    APPROVED
    Since 2025-03-03
  • MT RA
    APPROVED
    Since 2019-01-04

Branch Locations

283 West Front Suite 302 Suite 302, Missoula, MT 59802-4328 • UNITED STATES

Sgl Investment Advisors, Inc.

283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2021-01-15
  • MT RA
    APPROVED
    Since 2021-01-15

Branch Locations

283 W. Front Street Suite 302, Missoula, MT 59802-4328 • 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
Sg Long & Company Missoula MT 05/2017 Present
Alaska To Africa Travel Missoula MT 08/2013 02/2020
Deutsche Bank Securities New York NY 05/2005 05/2017
Sg Long & Company Missula MT 03/2018 Present
  • 05/2017 → Present
    Missoula, MT
  • 08/2013 → 02/2020
    Alaska To Africa Travel
    Missoula, MT
  • 05/2005 → 05/2017
    Deutsche Bank Securities
    New York, NY
  • 03/2018 → Present
    Missula, MT
Other Businesses

SGL Investment Advisors; investment-related; 283 W Front St., Ste. 302, Missoula, MT 59802; Investment Advisor; Investment Advisor Representative; November of 2018; devotes 100 hours a month (mostly during market hours); Serves as relationship manager for clients when referring business for a percentage of fees. Melalueca; not investment-related; same as residential address; wellness products; consultant and sales; devotes 0 hours a month to this business; receives residual commissions from Melalueca sales. Wellness Co.; not investment-related; same as residential address; wellness products; consultant and sales; devotes 0 hours a month to this business; receives residual commission from Wellness Co. sales.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-21
  • S66 Uniform Combined State Law Examination
    2018-09-21
Other Names
  • Kelly Ross Doxey
  • Kelly Mwila
  • Kelly Ross Brunger
  • Kelly Ross Mwila

View on SEC IAPD

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