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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
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
649 Market Street 3Rd Floor, Grand Junction, CO 81505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argus Event Staffing, Llc | Denver | CO | 10/2013 | 11/2020 |
| Hobnob Events And Festivals | Denver | CO | 05/2016 | 08/2017 |
| Metropolitan State University Of Denver | Denver | CO | 08/2013 | 08/2020 |
| Northwestern Mutual Life Insurance Company | Colorado Spgs (11/20-4/21), Grand Jct (4/21-10/21) | CO | 11/2020 | 10/2021 |
| Northwestern Mutual Investment Services, Llc | Colorado Spgs (11/20-4/21), Grand Jct (4/21-10/21) | CO | 11/2020 | 10/2021 |
| Wealthsource Partners, Llc | Grand Junction | CO | 02/2022 | 05/2024 |
| Fedex Corporation | Grand Junction | CO | 11/2021 | 02/2022 |
| Ashton Thomas Private Wealth, Llc | Grand Junction | CO | 02/2024 | Present |
1) THE MEDICARE COACH LLC; INVESTMENT RELATED BUSINESS; RESIDENTIAL ADDRESS, GRAND JUNCTION, COLORADO; INSURANCE SALES; OWNER AND INSURANCE AGENT; JANUARY 2022 START DATE; XX HOURS/MONTH DEVOTED; XX HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL OPERATIONAL, SALES AND MANAGEMENT DUTIES. 2) Confluence Private Wealth Insurance; Not Investment-Related; 649 Market Street, Grand Junction, CO 81506; Insurance Sales - Life, Annuity, Long Term Care; Agent; 7/25/2025; 10/hours month during trading hours; Insurance sales and services. 3) The Social Swing, LLC; Not Investment-Related; 791 Josilyn Court, Grand Junction, CO 81506; Mobile golf simulator business. Provides on-site golf simulator experiences for private events, corporate functions, etc; Owner; 09/30/2025; 10 hours/month outside trading hours; 0 hours/month during trading hours; Services include set up and operation of a professional simulator system that allows people to play virtual courses, practice swings, and participate in group entertainment. 4) Hilltop Community Resources: Not Investment-Related; 359 Main Street, Grand Junction, CO 81501; Non-Profit/Charitable Organization; Board Member; 8/07/2026; 0 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-16 |
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