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Advisor at ASHTON THOMAS PRIVATE WEALTH
PORTLAND, OR | SCOTTSDALE, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ASHTON THOMAS PRIVATE WEALTH | Independent wealth | Apr 3, 2023 | n/a | yes | SCOTTSDALE, AZ|PORTLAND, OR | Current employment |
| KOHALA CAPITAL PARTNERS, LLC | Former SEC adviser | Oct 5, 2011 | Dec 31, 2016 | no | PORTLAND, OR | Previous registration |
| BECKER CAPITAL MANAGEMENT, INC. | Independent wealth | Dec 17, 2001 | Oct 6, 2011 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KOHALA CAPITAL PARTNERS, LLC | ASHTON THOMAS PRIVATE WEALTH | Dec 31, 2016 | Apr 3, 2023 | 2,284 | Firm change after gap | Other |
| BECKER CAPITAL MANAGEMENT, INC. | KOHALA CAPITAL PARTNERS, LLC | Oct 6, 2011 | Oct 5, 2011 | -1 | Firm change | Other |