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Account
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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-11-29 |
Branch Locations
825 Great Northern Blvd Suite 201, Helena, MT 59601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisor Llc | Newport Beach | CA | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 11/2016 | 11/2021 |
| M. S. Howells & Co | Scottsdale | AZ | 11/2021 | 02/2023 |
| Ashton Thomas Private Wealth, Llc | Helena | MT | 11/2021 | 02/2023 |
| D.A. Davidson & Co. | Helena | MT | 02/2023 | 11/2023 |
| Ashton Thomas Private Wealth, Llc | Helena | MT | 11/2023 | Present |
| Ashton Thomas Securities, Llc | Rochester | NY | 09/2025 | Present |
| Pickles Paints | Helena | MT | 09/2022 | Present |
| April Cardoza Notary Public | Helena | MT | 08/2023 | Present |
1) PICKLES PAINTS; NON-INVESTMENT RELATED; HELENA, MT; MOBILE PAINT & SIP; OWNER; 09/2022; 10 HR/MONTH DURING NON DURING SECURITIES TRADING HOURS; PROVIDE PAINTING LESSONS 2) APRIL CARDOZA; NON-INVESTMENT RELATED; HELENA, MT; SOLE PROPRIETOR; NOTARY PUBLIC; 8/2023; 10 HR/MONTH DURING SECURITIES TRADING HOURS; I NOTARIZE PAPERWORK FOR D.A. DAVIDSON CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-17 |
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