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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-02 |
Branch Locations
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Scottsdale | AZ | 02/2006 | 08/2018 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2019 | 11/2020 |
| Rennes School Of Business - Student | Rennes | 08/2018 | 06/2019 | |
| Charles Schwab Investment Management, Inc. | Naples | FL | 11/2020 | 09/2022 |
| M. S. Howells & Co. | Scottsdale | AZ | 10/2022 | 10/2024 |
| Ashton Thomas Private Wealth | Scottsdale | AZ | 10/2022 | 11/2025 |
| Ashton Thomas Securities, Llc | Scottsdale | AZ | 10/2024 | 11/2025 |
| Aag Capital, Inc | Wesley Chapel | FL | 11/2025 | Present |
| Accurate Wealth Management | Wesley Chapel | FL | 11/2025 | Present |
1. ASHTON THOMAS PRIVATE WEALTH, LLC; 8605 E RAINTREE DRIVE, SUITE 280, SCOTTSDALE, AZ 85260; INVESTMENT RELATED; RIA; PORTFOLIO MANAGER AND TRADER; 10/2022MANAGE PORTFOLIOS, BUY AN SELL SECURITIES; DEVOTE 80 HRS/MONTH DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-02 |
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