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2761 W. 120Th Ave., Suite 200, Westminster, CO 80234 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-29 |
Branch Locations
2761 W. 120Th Ave., Suite 200, Westminster, CO 80234 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 07/2016 | Present |
| Tiaa | Denver | CO | 07/2016 | Present |
| Unemployed | Broomfield | CO | 07/2025 | 11/2025 |
| Private Client Services | Westminster | CO | 11/2025 | Present |
| Townsend | Westminster | CO | 11/2025 | Present |
1) Townsend & Associates. 2761 W 120th Ave, Westminster, CO 80234. RIA. Project Manager. 80 hrs/mo; 80 during trading hrs. 2) Mackintosh Academy. 6717 South Boulder Rd, Boulder, CO 80303. Independent K-8 school focused on IB learning on a 26-acre farm. Trustee-Investment oversight committee. Oversee multimillion dollar endowment & asset allocations. Help with advising on strategic financials. Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-15 |
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