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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-04-29 |
Branch Locations
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
825 Great Northern Boulevard Suite 201, Helena, MT 59601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iwp Wealth Management | Denver | CO | 02/2018 | 08/2021 |
| Mullen High School | Denver | CO | 01/2017 | 02/2018 |
| Mercy Housing, Inc. | Denver | CO | 10/2013 | 01/2017 |
| Wipfli Financial Advisors, Llc | Helena | MT | 10/2021 | 06/2022 |
| Moneta Group Investment Advisors, Llc | Denver | CO | 07/2022 | 07/2025 |
| Iwp Wealth Pca, Llc | Denver | CO | 07/2022 | 03/2023 |
| Ashton Thomas Private Wealth, Llc | Scottsdale | AZ | 04/2026 | Present |
| The Ameriflex Group | Las Vegas | NV | 07/2025 | 01/2026 |
| Unemployed | Helena | MT | 01/2026 | 04/2026 |
1) Rental Property; Not Investment-Related; 3052 Saddle Drive, Helena, MT 59601; Owner/Landlord; Rental Property; 09/2024; 1 hour/month; 0 hour/month during trading hours; Respond to tenant needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-07 |
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