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Angela Marie Johnson

Ashton Thomas Private Wealth

Grand Junction, CO

Scottsdale, AZ

CRD 4699400

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Employer firm

Ashton Thomas Private Wealth CRD 153902

$6.01B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE

From the firm’s Form ADV. Read the guides:

Current Employers
Ashton Thomas Private Wealth

8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-02-16
TX RA APPROVED 2024-02-16
  • CO RA
    APPROVED
    Since 2024-02-16
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2002 → 11/2018
    Wells Fargo Bank, N.A.
    Grand Junction, CO
  • 01/2011 → 11/2018
    Grand Junction, CO
  • 08/2021 → 04/2024
    Wealthsource Partners, Llc
    Grand Junction, CO
  • 11/2018 → 08/2021
    Timberline Bank
    Grand Junction, CO
  • 02/2024 → Present
    Ashton Thomas Private Wealth, Llc
    Grand Junction, CO
Previous Registrations
  • 2021-08-26 → 2024-04-04
    Wealthsource®
    Grand Junction, CO
  • 2011-01-03 → 2018-11-26
    Minneapolis, MN
    Grand Junction, CO
    Charlotte, NC
    Minneapolis, MN
  • 2003-11-10 → 2011-01-03
    Wells Fargo Investments, Llc
    Grand Junction, CO
    Grand Junction, CO
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-08
S66 Uniform Combined State Law Examination 2003-11-07
  • S65 Uniform Investment Adviser Law Examination
    2021-07-08
  • S66 Uniform Combined State Law Examination
    2003-11-07
Other Names
  • Angela Marie Harris

View on SEC IAPD

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