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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-04-03 |
Branch Locations
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
4802 #B Sw Scholls Ferry Road, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kohala Capital Partners, Llc | Portland | OR | 10/2011 | 12/2016 |
| Ashton Thomas Private Wealth, Llc | Portland | OR | 04/2023 | Present |
| Affinity Investment Advisors, Llc | Newport Beach | CA | 01/2017 | 03/2023 |
1. Manager Directed Portfolios; Investment Related - Yes; 6001 Shady Oak Road #200, Minnetonka, MN 55343; Family of mutual funds; Independent Trustee; 04/01/2015; 5-8 hours per month, negligible amount of time during trading hours. 2. Verified Creative Group, LLC; Not Investment Related; New York, NY, Creative Media Agency; Advisor; 10/21; 6-8 hours per month; strategic advisory and oversight.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-22 |
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