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MB

Mark J. Bosley

TOWNSEND
WESTMINSTER, CO 80234
Some features on this profile are disabled
CRD#: 6199737
MB
Mark Jason BosleyTOWNSEND

Professional summary

Mark Jason Bosley, who also goes by Mark J Bosley, is a registered financial advisor currently at TOWNSEND located in Westminster, Colorado and PRIVATE CLIENT SERVICES, LLC located in Westminster, Colorado.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Mark has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Mark J Bosley

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Jason Bosley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

June 29, 2026 - Present

TOWNSEND

Office #1: 2761 W. 120th Ave., Suite 200, Westminster, CO 80234
RIA
CRD#: 113681
WESTMINSTER, CO
Current

November 25, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 2761 W 120th Ave #200, Westminster, CO 80234
RIA
BD
CRD#: 120222
Westminster, CO
Past

August 27, 2021 - July 16, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
DENVER, CO
Past

July 11, 2016 - July 16, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
DENVER, CO
Past

August 27, 2013 - May 2, 2016

NYLIFE SECURITIES LLC

BD
CRD#: 5167
DUBLIN, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TO
TOWNSEND
-TOWNSEND | TOWNSEND RETIREMENT SPECIALISTS | TOWNSEND & ASSOCIATES, INC. | TOWNSEND

CRD#: 113681 / SEC#: 801-66559

RIA
Registered Investment Advisory firm - (4/28/2006 Approved)
Colorado
Registered Investment Advisory firm - (5/31/2006 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(11/25/2025)
IAR
Colorado
(6/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/27/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/15/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/17/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/27/2013
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TO
TOWNSEND
-TOWNSEND | TOWNSEND RETIREMENT SPECIALISTS | TOWNSEND & ASSOCIATES, INC. | TOWNSEND

CRD#: 113681 / SEC#: 801-66559

RIA
Registered Investment Advisory firm - (4/28/2006 Approved)
Colorado
Registered Investment Advisory firm - (5/31/2006 Terminated)
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Contact information

Main Address
2761 W. 120th Ave., Suite 200, Westminster, CO 80234
Mailing Address
Phone number
(303) 452-5986
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B (2/7/2026)

Regulatory assets under management

Total Number of Accounts3,662
AUM (Assets Under Management)$ 1,520,130,422

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

TOWNSEND

CRD#: 113681Westminster, CO 80234

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