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283 W. Front Street Suite 302, Missoula, MT 59802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-28 |
| ID | RA | APPROVED | 2024-11-26 |
| MT | RA | APPROVED | 2024-03-05 |
Branch Locations
283 West Front Suite 302 Suite 302, Missoula, MT 59802-4328 • UNITED STATES
283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-03-05 |
Branch Locations
283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westpac Wealth Partners | Missoula | MT | 01/2023 | 11/2023 |
| Sprinkler Maniac Llc | Missoula | MT | 01/2018 | 09/2022 |
| Hoyt Homes | Missoula | MT | 02/2017 | 09/2017 |
| University Of Montana | Missoula | MT | 08/2017 | 12/2022 |
| Sentinel High School | Missoula | MT | 08/2013 | 06/2017 |
| S. G. Long & Company | Missoula | MT | 11/2023 | Present |
SGL Investment Advisors - Investment-related (firm affiliate) - 283 West Front St., Ste. 302, Missoula, MT, 59802 - SEC Registered Investment Adviser - Director of Fixed Income and Financial Advisor - 05/2008 - approximately 80 hours per month during trading hours. Head Start, Child Start- 1001 Worden Avenue, Missoula, MT 59802- Board Member-not investment related- 3/1/24- no compensation- advise and direct non-profit organization- 1 hour per week not during trading hours Missoula County Public School- 909 South Ave W., Missoula, MT 59801-not investment related- 8/29/24 Assistant Football Coach- $2092 for 3 months Aug, Sept, Oct 2024- coach football- approximately 8 hours per month- not during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
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