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8605 East Raintree Drive Suite 280, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-11-04 |
Branch Locations
4575 Valley Commons Drive Suite 201, Bozeman, MT 59718 • 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 |
|---|---|---|---|---|
| Wealthvest Marketing, Inc. | Bozeman | MT | 05/2024 | 05/2025 |
| World Equity Group, Inc | Bozeman | MT | 07/2024 | 05/2025 |
| Edward Jones | Bozeman | MT | 02/2024 | 05/2024 |
| Tradehome Shoes | Bozeman | MT | 05/2023 | 08/2023 |
| Montana State University | Bozeman | MT | 08/2020 | 05/2024 |
| Sidney High School | Sidney | MT | 08/2016 | 07/2020 |
| Ashton Thomas Private Wealth, Llc | Scottsdale | AZ | 05/2025 | Present |
| Ashton Thomas Securities, Llc | Scottsdale | AZ | 05/2025 | Present |
1) Benchmark Land Surveying; Not Investment related; 2036 Clover St, Sidney, MT 59270; Nature/Posn/Title/Duties: Attend annual meetings to review previous year and look into upcoming year; Title: Vice President; Start Date: 03/15/23; Approx No of Hrs/Mth: 0 to 1 Hrs; Hrs during trading: 0 to 1 hrs.; No Compensation. 2) Ashton Thomas Private Wealth, LLC; Yes, Investment-Related; Investment Advisory Firm; Registered Associate, Private Wealth Client Services; 5/19/2025; 40 hours/week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-06 |
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