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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-08-30 |
| AZ | RA | APPROVED | 2021-11-09 |
| TX | RA | APPROVED_RES | 2021-11-05 |
| MT | RA | APPROVED | 2021-11-04 |
Branch Locations
8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lewistown | MT | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lewistown | MT | 11/2016 | 11/2021 |
| Ashton Thomas Private Wealth | Scottsdale | AZ | 11/2021 | Present |
| M. S. Howells & Co. | Scottsdale | AZ | 12/2021 | Present |
1. OCT 2020; FACES53, LLC, BILLINGS, MT; NON INVESTMENT RELATED; REAL ESTATE, MEMBER; DEVOTE 0 HRS/MONTH 2. APRIL 2014; BUDGER ENTERPRISES, LLC, HELENA MT; NON INVESTMENT RELATED; RANCH 90% OWNERSHIP; MANAGER, MAKES DECISIONS REGARDING RANCH; DEVOTE 16 HRS/MONTH, 1 HR/MONTH DURING MARKET HOURS 3. JAN 2020; SHIELDS VALLEY LAND AND CATTLE, LLC, HELENA, MT; NON INVESTMENT RELATED; 90% OWNERSHIP; MANANGING MEMBER FOR REAL ESTATE HOLDINGS; DEVOTE 1 HR/MONTH DURING NON MARKET HOURS 4. NOV 2021; KNUTSON WEALTH MANAGEMENT, INC; INVESTMENT RELATED; MEMBER/OWNERSHIP; DEVOTE 2 HRS/MONTH DURING NON MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-22 |
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