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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-16 |
| TX | RA | APPROVED | 2024-02-16 |
Branch Locations
649 Market Street 3Rd Floor, Grand Junction, CO 81505 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Grand Junction | CO | 04/2002 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Grand Junction | CO | 01/2011 | 11/2018 |
| Wealthsource Partners, Llc | Grand Junction | CO | 08/2021 | 04/2024 |
| Timberline Bank | Grand Junction | CO | 11/2018 | 08/2021 |
| Ashton Thomas Private Wealth, Llc | Grand Junction | CO | 02/2024 | Present |
1) Harrison Creek Properties, LLC; Not Investment Related - Yes; 1213 18 Rd Fruita, CO 81521; LLC to own vacant land; Manager; 7/01/2024. 2) Confluence Private Wealth, LLC; Yes, Investment-Related; 649 Market Street, Grand Junction, CO 81505; Receives 1099 income from ATPW; Part Owner; Managing Member; 6/20/2024; 0 hours/month during trading hours; 2 hours/month during non-trading hours; Perform IAR duties under ATPW and supervise the LLC budget and tax returns along with an outside tax advisor and with a representative from Timberline Bank.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-08 |
| S66 | Uniform Combined State Law Examination | 2003-11-07 |
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