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Theresa Lynn Thomas

Townsend

Westminster, CO

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Current Employers
Townsend

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-12-16
CO RA APPROVED 2007-08-02
  • TX RA
    APPROVED_RES
    Since 2013-12-16
  • CO RA
    APPROVED
    Since 2007-08-02

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
OrganizationCityStateFromTo
Securities America, Inc Broomfield CO 11/2001 06/2024
Townsend Retirement Specialists Westminster CO 07/2007 Present
Osaic Wealth, Inc. Westminster CO 06/2024 07/2025
Private Client Services Westminster CO 07/2025 Present
  • 11/2001 → 06/2024
    Securities America, Inc
    Broomfield, CO
  • 07/2007 → Present
    Townsend Retirement Specialists
    Westminster, CO
  • 06/2024 → 07/2025
    Osaic Wealth, Inc.
    Westminster, CO
  • 07/2025 → Present
    Private Client Services
    Westminster, CO
Other Businesses

1) Townsend Retirement. 2761 W 120th Avenue, Westminster, CO 80234. RIA. 160 hrs/mo; 120 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-25
S63 Uniform Securities Agent State Law Examination 2002-04-16
  • S66 Uniform Combined State Law Examination
    2007-07-25
  • S63 Uniform Securities Agent State Law Examination
    2002-04-16
Other Names
  • Theresa Lynn Digiacomo
  • Terri Lynn Longo
  • Theresa Lynn Fronapfel
  • Theresa Lynn Fronapfel
  • Terri Ashton
  • Theresa Lynn Ashton

View on SEC IAPD

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WORTH ADVISORS
EDELMAN FINANCIAL ENGINES

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RYAN JAMES PETRY
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Other Offices

J.P. MORGAN SECURITIES LLC · WESTMINSTER, CO
WELLS FARGO CLEARING SERVICES, LLC · WESTMINSTER, CO
ASCENSUS INVESTMENT ADVISORS, LLC · BROOMFIELD, CO
KEY INVESTMENT SERVICES LLC · Westminster, CO
EDWARD JONES · WESTMINSTER, CO
WEALTH WATCH ADVISORS, INC · WESTMINSTER, CO
WORTH ADVISORS · Westminster, CO
EDELMAN FINANCIAL ENGINES · WESTMINSTER, CO

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