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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 |
| MT | RA | APPROVED | 2024-02-15 |
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 | 2024-02-15 |
| WA | RA | APPROVED | 2024-02-12 |
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 |
|---|---|---|---|---|
| School | Missoula | MT | 01/2012 | 05/2023 |
| Guardian Life Insurance Company | Missoula | MT | 06/2023 | Present |
| Park Avenue Securities Llc | Missoula | MT | 09/2023 | Present |
1) SANIL. Role General Manager, Operate and Manage the NIL Collective for the University of Montana Start: 02/02/2024 Address: 201 S Catlin St Unit E, Missoula, MT 59801, 10 total hours a week; 5 during securities trading hours, Not investment related, Incentive based compensation 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-11 |
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