Joshua Denney has been an investment adviser representative at SGL Investment Advisors since February 2011, and is not listed among the firm’s executive officers or direct owners. Joshua Denney holds a B.S. in Finance, with high honors from the University of Montana, Missoula.
SGL Investment Advisors, Inc. is a Missoula, MT firm with $440M under management, 883 clients and 6 advisers in one office, as of its September 2026 filing.
Josh Denney is Director of Fixed Income and Chief Technology Officer of SG Long Financial. He also serves several clients as a Financial Advisor. His background includes Northwestern Mutual Financial Network and, since 2008, a role as Research Associate with SGL Investment Advisors.
Joshua Denney’s longest registration is the current one, 15 years at SGL Investment Advisors since 2011. Before joining SGL Investment Advisors in 2011, Joshua Denney was registered through S.G. Long & Company.
- S.G. Long & CompanyAlso current– present · 8 yearsMissoula, MT · Adviser representative · Firm CRD 47511
- – present · 15 yearsMissoula, MT · Adviser representative · Firm CRD 145167
- S.G. Long & Company– · 2 yearsMissoula, MT · Adviser representative · Firm CRD 47511
Investment adviser representative registrations
Joshua Denney is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2011; the most recent is Texas, in January 2022.
- MontanaSince 7 February 2011
- TexasResidentSince 18 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 4 | Registered Options Principal Examination | 28 February 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 29 June 2011 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 17 May 2011 |
| Series 66 | Uniform Combined State Law Examination | 14 August 2008 |
| Series 7 | General Securities Representative Examination | 17 July 2008 |
- Name
- Registered Options Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Paul Denney
- CRD
- 5492542
- Firm
- SGL Investment Advisors · CRD 145167
- Office
- 283 W. FRONT STREET SUITE 302, Missoula, MT 59802-4328
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- sglongfinancial.com
Where does Joshua Denney work?
Joshua Denney is an investment adviser representative registered through SGL Investment Advisors, Inc. since February 2011, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Denney a financial advisor?
Yes. Joshua Denney has a current investment-adviser registration in Montana and Texas, through SGL Investment Advisors since February 2011.
How many years of experience does Joshua Denney have?
Joshua Denney has 18 years in the financial industry, since July 2008, across 2 adviser firms.
What exams has Joshua Denney passed?
Joshua Denney has passed 5 licensing exams: the Series 7, Series 66, Series 87, Series 86 and Series 4. The earliest, the Series 7, was passed in July 2008. FINRA credited Joshua Denney with the SIE, which began in October 2018.
Where did Joshua Denney work before SGL Investment Advisors?
Before SGL Investment Advisors, Joshua Denney was registered through S.G. Long & Company, August 2008 to December 2010.
Where is Joshua Denney based?
Joshua Denney’s registered office is in Missoula, MT.
Is Joshua Denney registered with FINRA?
Yes. Joshua Denney has a current broker registration, under CRD 5492542.
Source: FINRA BrokerCheck
How can I verify Joshua Denney’s record?
Search CRD 5492542 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Denney’s full registration record.
