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2761 W. 120Th Ave., Suite 200, Westminster, CO 80234 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-08 |
| CO | RA | APPROVED | 2016-09-15 |
Branch Locations
2761 W 120Th Ave. Suite 200, Westminster, CO 80234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Westminster | CO | 09/2016 | 06/2024 |
| Townsend & Associates, Inc | Westminster | CO | 09/2016 | Present |
| Osaic Wealth, Inc. | Westminster | CO | 06/2024 | 07/2025 |
| Private Client Services | Westminster | CO | 07/2025 | Present |
1) Co-Trustee of Janet L. Oldham Trust. 11650 Decatur Drive, Westminster, CO 80234. Co-Trustee of Janet L. Oldham Trust. Co-Trustee of Janet L. Oldham Trust which involves oversight of a farm in Iowa. Farm activities are managed by a farm management firm. 1 hr/mo; 0 during trading hrs. Not investment related. 2) Townsend Retirement. 2761 West 120th Ave., Suite 200, Westminster CO 80234. RIA. 160 hrs/mo; 120 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-01 |
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