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200 Mansell Court East Suite 430, Roswell, GA 30076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-06-22 |
| TX | RA | APPROVED | 2016-05-25 |
Branch Locations
2340 West Interstate 20 Suite 210, Arlington, TX 76017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellspring Associates | Arlington | TX | 01/1990 | Present |
| Twg Wellspring Llc | Roswell | GA | 05/2009 | Present |
| The Leaders Group Inc | Littleton | CO | 04/2016 | 06/2020 |
| Wellspring Planning Group Llc | Arlington | TX | 04/2016 | Present |
| Hightower Securities Llc | Arlington | TX | 07/2020 | Present |
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).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-21 |
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