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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Helena | MT | 06/2000 | 08/2022 |
| Wells Fargo Advisors Llc | Helena | MT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Helena | MT | 11/2016 | 08/2022 |
| Ashton Thomas Private Wealth, Llc | Helena | MT | 08/2022 | Present |
| M. S. Howells & Co. | Scottsdale | AZ | 08/2022 | 12/2024 |
| Ashton Thomas Securities, Llc | Rochester | NY | 12/2024 | Present |
1) Ashton Thomas Private Wealth, LLC; Yes, Investment-Related; Helena, MT; Investment Advisory Services; Senior Private Client Banking Consultant; Working with investment clients on advanced banking needs; 08/2022; 160 hrs/month during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-17 |
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