DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ASHTON THOMAS PRIVATE WEALTH
Honolulu, HI | 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 | Aug 6, 2025 | n/a | yes | SCOTTSDALE, AZ|Honolulu, HI | Current employment |
| KOBO RETIREMENT STRATEGIES | Former SEC adviser | Mar 14, 2017 | Dec 31, 2021 | no | HONOLULU, HI|PASADENA, CA | Previous registration |
| SHUSTER ADVISORY GROUP, LLC | Institutional manager | Apr 4, 2016 | Sep 2, 2025 | no | PASADENA, CA | Previous registration |
| DANIEL INVESTMENT ASSOCIATES, LLC | Independent wealth | Aug 17, 2015 | Feb 18, 2021 | no | HONOLULU, HI|SANTA BARBARA, CA|SANTA BARBARA, CA | Previous registration |
| FIDUCIARY INVESTMENT COUNCIL, LLC | Former SEC adviser | Sep 24, 2012 | Jun 1, 2015 | no | SANTA BARBARA, CA | Previous registration |
| KOBO WEALTH CONSERVANCY | Former SEC adviser | Feb 24, 2011 | Dec 11, 2025 | no | HONOLULU, HI|HONOLULU, HI|HONOLULU, HI|HONOLULU, HI | Previous registration |
| FINANCIAL INSIGHTS, INC. | n/a | Sep 29, 2010 | Dec 31, 2014 | no | HONOLULU, HI | Previous registration |
| KOBO WEALTH CONSERVANCY | Former SEC adviser | Jul 11, 2007 | Dec 31, 2010 | no | KAILUA, HI | Previous registration |
| BISHOP STREET CAPITAL MANAGEMENT | Asset manager | Nov 2, 2006 | Oct 25, 2007 | no | HONOLULU, HI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KOBO WEALTH CONSERVANCY | FIDUCIARY INVESTMENT COUNCIL, LLC | Dec 11, 2025 | Sep 24, 2012 | -4,826 | Firm change after gap | Other |
| SHUSTER ADVISORY GROUP, LLC | KOBO RETIREMENT STRATEGIES | Sep 2, 2025 | Mar 14, 2017 | -3,094 | Firm change after gap | Other |
| KOBO RETIREMENT STRATEGIES | ASHTON THOMAS PRIVATE WEALTH | Dec 31, 2021 | Aug 6, 2025 | 1,314 | Firm change after gap | Other |
| DANIEL INVESTMENT ASSOCIATES, LLC | SHUSTER ADVISORY GROUP, LLC | Feb 18, 2021 | Apr 4, 2016 | -1,781 | Firm change after gap | Other |
| FIDUCIARY INVESTMENT COUNCIL, LLC | DANIEL INVESTMENT ASSOCIATES, LLC | Jun 1, 2015 | Aug 17, 2015 | 77 | Firm change | Other |
| FINANCIAL INSIGHTS, INC. | KOBO WEALTH CONSERVANCY | Dec 31, 2014 | Feb 24, 2011 | -1,406 | Firm change after gap | Other |
| KOBO WEALTH CONSERVANCY | FINANCIAL INSIGHTS, INC. | Dec 31, 2010 | Sep 29, 2010 | -93 | Firm change after gap | Other |
| BISHOP STREET CAPITAL MANAGEMENT | KOBO WEALTH CONSERVANCY | Oct 25, 2007 | Jul 11, 2007 | -106 | Firm change after gap | Other |