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102 South Maysville Street Suite 1, Mt. Sterling, KY 40353 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
| KY | RA | APPROVED | 2025-01-10 |
Branch Locations
102 South Maysville Street Suite 1, Mt. Sterling, KY 40353 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Townsend Financial Planning, Llc | Mount Sterling | KY | 05/2017 | 04/2020 |
| Townsend Financial Planning, Llc | Mount Sterling | KY | 12/2016 | 05/2017 |
| Morehead State University | Morehead | KY | 08/2013 | 05/2017 |
| Townsend Financial Planning, Llc | Mount Sterling | KY | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-30 |
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