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JT

John W. Townshend

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CRD#: 2784752
JT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Wesley Townshend was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1996. John had worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JOHN W. TOWNSHEND, PLLC, A NON-INVESTMENT RELATED BUSINESS LOCATED AT 2010 DODSON AVENUE, FORT SMITH, AR 72901, A TAX PREPARATION AND CONSULTING BUSINESS, OF WHICH I AM SOLE OWNER, CHARTERED IN THE STATE OF TEXAS ON MARCH 20, 1999. DEVOTE APPROXIMATELY 20 HOURS PER WEEK, BEFORE AND AFTER TRADING HOURS, TO TAX PREPARATION AND CONSULTING TASKS. DUTIES INCLUDE TAX AND RELATED FORM PREPARATION AND CONSULTING.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 26, 2015 - December 31, 2023

PALM BEACH CAPITAL CORPORATION

RIA
CRD#: 109870
TULSA, OK
Past

April 30, 2014 - March 30, 2015

PALM BEACH CAPITAL CORPORATION

RIA
CRD#: 109870
FORT SMITH, AR
Past

August 2, 2001 - December 31, 2002

PALM BEACH CAPITAL CORPORATION

RIA
CRD#: 109870
FORT SMITH, AR
Past

September 28, 1999 - August 10, 2000

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

July 22, 1997 - August 31, 1999

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

August 22, 1996 - May 28, 1997

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/1/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PB
PALM BEACH CAPITAL CORPORATION
BENEFIT PLAN ADMINISTRATORS, INC | PALM BEACH EQUITY FINANCING FUND | PALM BEACH CAPITAL CORPORATION | JOHN W. TOWNSHEND, PLLC

CRD#: 109870 / SEC#: 801-60091

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Contact information


Main Address
Tahlequah, OK
Mailing Address
P. O. Box 11851, Fort Smith, AR 72917
Phone number
(479) 629-8785
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts40
AUM (Assets Under Management)$ 7,642,419

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PALM BEACH CAPITAL CORPORATION

CRD#: 109870

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