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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-16 |
| CO | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
2955 East First Avenue Suite 300, Denver, CO 80206 • United States
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Arizona, Parking & Transportation Services | Tucson | AZ | 08/2016 | 01/2017 |
| Mg Motors | Tucson | AZ | 02/2017 | 02/2019 |
| Rsm Us Llp | Phoenix | AZ | 02/2019 | 10/2021 |
| Ttec, Inc. | Englewood | CO | 11/2021 | 05/2022 |
| Taxops, Llc | Englewood | CO | 05/2022 | 08/2022 |
| Deloitte, Llp | Denver | CO | 09/2022 | 02/2024 |
| Kpmg, Llp | Denver | CO | 03/2024 | 11/2025 |
| Ashton Thomas Private Wealth, Llc | Scottsdale | AZ | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-16 |
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