Pending / 120-Day Approval
PATHFINDER PLANNING AND INVESTMENTS
CRD 159486 · SEC 801-136368
MISSOULA, MT
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
27 sourced firms · query 47 ms
Reported as registered
PIEDMONT CAPITAL MANAGEMENT, LLC
CRD 165775 · SEC 801-121170
WHITEFISH, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CRD 118117 · SEC 801-132539
BOZEMAN, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SGL INVESTMENT ADVISORS, INC.
CRD 145167 · SEC 801-80443
MISSOULA, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STACK FINANCIAL MANAGEMENT INC
CRD 106785 · SEC 801-45724
WHITEFISH, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILLOW CREEK CAPITAL MANAGEMENT, INC.
CRD 333911 · SEC 801-134896
MISSOULA, MT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
XYPN INVEST
CRD 285967 · SEC 801-118916
BOZEMAN, MT
Source release August 3, 2026 · retrieved August 18, 2026