Shawn Robert Kelly

Current Employers

Townsend

2761 W. 120Th Ave., Suite 200, Westminster, CO 80234 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2008-01-16

CO RA
APPROVED

Since 2008-01-16

Branch Locations

2761 W. 120Th Ave., Suite 200, Westminster, CO 80234 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Securities America, Inc.	Westminster	CO	01/2008	06/2024
Townsend Retirement Specialists	Westminster	CO	01/2008	Present
Osaic Wealth, Inc.	Aspen	CO	06/2024	07/2025
Private Client Services	Westminster	CO	07/2025	Present

01/2008 → 06/2024

Securities America, Inc.

Westminster, CO
01/2008 → Present

Townsend Retirement Specialists

Westminster, CO
06/2024 → 07/2025

Osaic Wealth, Inc.

Aspen, CO
07/2025 → Present

Private Client Services

Westminster, CO

Previous Registrations

2003-05-05 → 2007-08-13

Securities America Advisors, Inc.

Lakewood, CO

Denver, CO

Golden, CO

Other Businesses

1) Kelly Lakeshore Limited Partnership. 233 Lakeshore, Lewellen, NE 69147. Own a lake house with my mom. General partner. 0 hrs/mo. Not investment related. 2) Townsend & Associates, Inc. 2761 W 120th Ave, Suite 200, Westminster, CO 80234. RIA. 200 hrs/mo.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-07-19

S66 Uniform Combined State Law Examination

2001-07-19

View on SEC IAPD

Current Employers

Townsend

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

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