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Advisor at ASHTON THOMAS PRIVATE WEALTH
Helena, MT
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 | Aug 23, 2022 | n/a | yes | Helena, MT | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Aug 9, 2022 | no | HELENA, MT|BILLINGS, MT|HELENA, MT|BOISE, ID | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Mar 21, 2005 | Jan 3, 2011 | no | HELENA, MT|HELENA, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | ASHTON THOMAS PRIVATE WEALTH | Aug 9, 2022 | Aug 23, 2022 | 14 | Firm change | Wirehouse to RIA |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |