Byron Lane Thorsen

Employer firm

Wellspring Planning Group LLC CRD 283593

41 advisory clients

Reported services (Item 5G)

• Financial planning
• REFERRER OF OTHER INVESTMENT ADVISORS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1990 → Present
  Wellspring Associates
  Arlington, TX
• 05/2009 → Present
  Twg Wellspring Llc
  Roswell, GA
• 04/2016 → 06/2020
  The Leaders Group Inc
  Littleton, CO
• 04/2016 → Present
  Wellspring Planning Group Llc
  Arlington, TX
• 07/2020 → Present
  Hightower Securities Llc
  Arlington, TX

Previous Registrations

• 2009-06-04 → 2016-05-03
  Wellspring Wealth Management Llc
  Arlington, TX
• 2009-09-24 → 2009-12-18
  Lpl Financial Llc
  Arlington, TX
• 2004-06-14 → 2009-10-13
  Associated Planners Investment Advisory Inc
  Arlington, TX
• 2005-06-20 → 2009-03-17
  Wellspring Wealth Management Llc
  Arlington, TX
• 2000-09-01 → 2004-06-08
  Ws Griffith Securities, Inc.
  Arlington, TX

Other Businesses

1.) WELLSPRING ASSOCIATES - 4/27/2011 - Arlington, TX - Insurance Agent, financial planning and life insurance acquisition, (dba for ILG First Meridian LLC 12/10/2004 & First Meridian Inc - 1/4/1990 llc) insurance agency, Not Invt Rel, 100-120 hrs/mo;100-120 hrs/mo (during trading hours). 2.) TWG WELLSPRING LLC, formerly The Wellspring Group LLC - 5/1/2009 - Roswell, GA - Managing Director, management of the holding company, TWG Wellspring LLC is a holding company and I am a managing director of this company, Not Invt Rel, 8-20 hrs/mo;0 hrs/mo (during trading hours). 3.a) JBSGBJ Holdings, LLC - 03/20/2020 - ATLANTA, GA. - OTHER - HOLDING COMPANY OF TWG WELLSPRING LLC - MEMBER - TIME SPENT LESS THAN 5% 3b.) WELLSPRING PLANNING GROUP LLC - 4/1/2016 - Arlington, TX - Investment Advisor Representative, fee based financial planning and life insurance policy review only, involves no investment management, registered investment advisor, Invt Rel, 10-30 hrs/mo;10-30 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-01
• S63 Uniform Securities Agent State Law Examination
  1988-06-21

Designations

• Certified Financial Planner