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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-04 |
| TX | RA | APPROVED_RES | 2025-03-03 |
Branch Locations
201 S Main St Floor 13, Salt Lake City, UT 84111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ashton Thomas Private Wealth Llc | Draper | UT | 09/2014 | 04/2017 |
| Bancwest Investment Services, Inc. | Salt Lake City | UT | 04/2017 | 02/2023 |
| Bmo Bank Na | Salt Lake City | UT | 02/2023 | 01/2025 |
| Lpl Financial Llc | Salt Lake City | UT | 07/2023 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | New Orleans | LA | 02/2025 | Present |
| J.P. Morgan Securities Llc | New Orleans | LA | 02/2025 | Present |
| Accelerated Capital Group | Draper | UT | 09/2014 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-07 |
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