Ashley Danielle Johnston

Current Employers

Employment History

• 10/2016 → 08/2018
  Florence Coffee Company
  Butte, MT
• 05/2016 → 05/2018
  Montana Tech
  Butte, MT
• 09/2018 → Present
  Osaic Wealth, Inc.
  Butte, MT

Other Businesses

1) SUMMIT FINANCIAL ADVISORS POSITION: Administrative Assistant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 08/06/2018 ADDRESS: 129 W. Park Street, Suite 303, Butte MT 59701, United States DESCRIPTION: I answer the phones, schedule appointments, file, scan documents in document management, set clients up in the system, sit in on meetings, do the books for Dan, and do all forms that a client may need. I also go through the mail and put checks into the checks and securities log and also send them into Royal Via mobile banking. 2.ASHLEY JOHNSTON POSITION: Self NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/19/2023 ADDRESS: 129 W Park Street, Suite 303, Butte MT 59701, United States DESCRIPTION: I just passed my notary exam and now have my stamp which allows me to notarize documents. I will only notarize documents for current clients. A notary is beneficial to have in our office because it allows us to help clients process transfers and/or requests.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-03
• S63 Uniform Securities Agent State Law Examination
  2021-11-12

Other Names

• Ashley Thompson
• Ashley Danielle Thompson