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Advisor at SGL INVESTMENT ADVISORS, INC.
MISSOULA, MT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SGL INVESTMENT ADVISORS, INC. | Independent wealth | Aug 12, 2025 | n/a | yes | MISSOULA, MT | Current employment |
| S.G. LONG & COMPANY | State registered | Aug 12, 2025 | n/a | yes | MISSOULA, MT | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jun 14, 2024 | Jul 29, 2025 | no | Missoula, MT | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Nov 22, 2023 | Jun 14, 2024 | no | MISSOULA, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | S.G. LONG & COMPANY | Jul 29, 2025 | Aug 12, 2025 | 14 | Firm change | Ibd to state RIA |
| SECURITIES AMERICA ADVISORS, INC. | OSAIC WEALTH, INC. | Jun 14, 2024 | Jun 14, 2024 | 0 | Bulk transfer | Ibd to ibd |