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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-10-11 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Helena | MT | 06/2021 | 05/2023 |
| J.P. Morgan Securities Llc | Helena | MT | 06/2021 | 05/2023 |
| Wells Fargo Bank, N.A. | Helena | MT | 06/2013 | 06/2021 |
| Ashton Thomas Private Wealth, Llc | Helena | MT | 05/2023 | Present |
| Ashton Thomas Securities, Llc | Rochester | NY | 12/2024 | Present |
1) Ashton Thomas Private Wealth, LLC; Yes, Investment Related; 8605 E Raintree Drive, Suite 280, Scottsdale, AZ 85260; Investment Advisory Firm; Client Service Associate; 5/2023; 40 hours/week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-02 |
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