Best Investors
Account
Sign in
Best Investors
Account
Sign in
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-10 |
| FL | RA | APPROVED | 2025-07-07 |
| NY | RA | APPROVED | 2025-07-02 |
| OR | RA | APPROVED | 2025-07-02 |
| WA | RA | APPROVED | 2025-06-26 |
| CA | RA | APPROVED | 2025-06-25 |
Branch Locations
580 California Street Suite 700, San Francisco, CA 94104 • 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 Securities, Llc | San Francisco | CA | 11/2009 | 02/2019 |
| North Capital Private Securities | Salt Lake City | UT | 10/2020 | 09/2021 |
| Impactassets | Bethesda | MD | 01/2020 | 01/2021 |
| Self-Employed | San Francisco | CA | 03/2019 | 01/2020 |
| Structured Products Consulting Group | Saratoga | NY | 09/2021 | 03/2022 |
| Mcg Securities, Llc | Wayne | PA | 01/2021 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 03/2022 | 06/2025 |
| Bank Of America, N.A. | Palo Alto | CA | 03/2022 | 06/2025 |
| Ashton Thomas Private Wealth, Llc | Scottsdale | AZ | 06/2025 | Present |
1) Rental Property; Not Investment-Related; Sonoma, CA 95476; Sole owner; 1/20/2015; 2 hours/month; 0 hours/month 2) Ashton Thomas Securities, LLC; Yes, Investment-Related; 200 Canal Street, Rochester, NY; Broker-Dealer; Registered Representative; Wealth Advisor; 6/23/2025; 40 hours/week; 40 hours/week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-30 |
Reach out to this advisor