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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-01 |
| UT | RA | APPROVED | 2011-06-20 |
Branch Locations
292 East 12200 South, Suite 100 Office A-2, Draper, UT 84020 • United States
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gentry Wealth Management | Scottsdale | AZ | 06/2011 | 12/2016 |
| Accelerated Capital Group | Scottsdale | AZ | 02/2012 | 12/2016 |
| Peachtree Capital Corp. | Draper | UT | 01/2017 | 07/2018 |
| Ashton Thomas Insurance | Draper | UT | 01/2017 | Present |
| M. S. Howells & Co. | Scottsdale | AZ | 08/2018 | 02/2026 |
| Ashton Thomas Private Wealth | Draper | UT | 01/2017 | Present |
| Ashton Thomas Securities, Llc | Rochester | NY | 02/2026 | Present |
(1) Dually registered with an affiliated broker-dealer, Ashton Thomas Securities and registered investment adviser, Ashton Thomas Private Wealth; activity conducted in the individual's capacity as a registered representative and investment adviser representative of the affiliated entities. (2) JAN 2017; ASHTON THOMAS INSURANCE AGENCY, SCOTTSDALE, AZ; INVESTMENT RELATED; INSURANCE; ADVISOR; DEVOTE 35 HRS/WEEK, 30 HRS DURING MARKET HOURS. (3) MORZELEWSKI INVESTMENTS INC, UT, NON-INVESTMENTS RELATED, NATURE OF BUSINESS: INCOME PASSTHROUGH ONLY, PRESIDENT SINCE 7/1/11, 2HRS/MONTH OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-14 |
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