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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-01 |
Branch Locations
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
8605 East Raintree Drive Suite 275, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-08-14 |
Branch Locations
8605 East Raintree Drive Suite 275, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/1999 | 03/2018 |
| Homesmart Realty | Scottsdale | AZ | 06/2001 | Present |
| Voya Financial Advisors | Tempe | AZ | 06/2019 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 06/2021 |
| M. S. Howells & Co. | Scottsdale | AZ | 07/2021 | 10/2024 |
| Ashton Thomas Private Wealth | Scottsdale | AZ | 06/2021 | 11/2025 |
| Ashton Thomas Securities, Llc | Scottsdale | AZ | 10/2024 | 11/2025 |
| Aag Capital, Inc | Wesley Chapel | FL | 11/2025 | Present |
| Accurate Wealth Management Llc | Wesley Chapel | FL | 11/2025 | Present |
1. JUNE 2001; HOMESMART REALTY, SCOTTSDALE, AZ; NON INVESTMENT RELATED; REAL ESTATE SALES; REAL ESTATE SALESPERSON; BUYING/SELLING REAL ESTATE; DEVOTE 15 HRS/MONTH DURING NON MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-08 |
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