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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-24 |
Branch Locations
580 California Street Suite 2000, 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Lake Oswego | CA | 01/2004 | 06/2022 |
| Banc Of America Investment Services, Inc. | Petaluma | CA | 01/2004 | 06/2022 |
| Ashton Thomas Private Wealth, Llc | Scottsdale | AZ | 05/2025 | Present |
| First Citizens Bank | San Francisco | CA | 06/2022 | 05/2025 |
1) Property Owner; Not Investment-Related; 5 Oak Springs Drive, San Anselmo, CA 94960; 10/2017; Responding to tenant requests and maintaining the property; 0-1 hrs/month during trading hours. 2) Property Owner; Not Investment-Related; 14836 Northwoods Boulevard, Truckee, CA 96161; 06/2021; Responding to tenant requests and maintaining the property; 0-1 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-10 |
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