Tax Preparation Checklist – Page 2

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Tax Preparation Checklist 2019

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Securities are offered through [Ashton Thomas Securities, LLC] a registered broker/dealer and Member of [FINRA] / [SIPC]. Investment Advisory services are provided by Ashton Thomas Securities, LLC, SEC-registered investment advisers. Registration with the SEC does not imply a certain level of skill or training. Investing involves risks, including the potential loss of principal. Investors may lose more than their initial investment. Past performance is not indicative of future results. Though there are similarities among these services, the investment advisory programs, and brokerage services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways, and are governed by different laws and separate contracts with you. Representatives of entities listed may only conduct business with residents of the states and jurisdictions in which they are properly registered. [Brokercheck] or [ATS|Adviser Check]

Certain individuals associated with Ashton Thomas Securities LLC may conduct securities business under a "doing business as" (DBA) name. These DBA names are used for branding or marketing purposes only and are not separate legal entities.

All securities-related business conducted under ERB FINANCIAL are offered through Ashton Thomas Securities LLC., and the use of ERB FINANCIAL does not imply any separate or independent status from Ashton Thomas Securities LLC.

Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are offered through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas are separate and distinct, differing in material ways, and are governed by different laws and separate contracts. Ashton Thomas Securities, LLC, does not provide legal or tax advice. This Site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly licensed and registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed.

Check the background of the investment professional at [Brokercheck].

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