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Scott Weston Townsend

John G. Ullman & Associates, Inc

Lakewood Ranch, FL

Horseheads, NY

CRD 2442772

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Employer firm

John G. Ullman & Associates, Inc CRD 105361

$1.51B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
John G. Ullman & Associates, Inc

343 Daniel Zenker Drive, Horseheads, NY 14845 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-28
  • FL RA
    APPROVED
    Since 2024-05-28

Branch Locations

Lakewood Ranch, FL • United States

343 Daniel Zenker Drive, Horseheads, NY 14845 • 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
OrganizationCityStateFromTo
Calvary Baptist Church Warren ME 04/2004 05/2022
Ss&C Rockland ME 05/2018 05/2022
John G. Ullman & Associates, Inc. Horseheads NY 05/2022 Present
Designations
  • Certified Financial Planner
Other Names
  • Scott W Townsend

View on SEC IAPD

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