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200 Mansell Court East Suite 430, Roswell, GA 30076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-12-07 |
Branch Locations
200 Mansell Court East Suite 430, Roswell, GA 30076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group Inc | Littleton | CO | 04/2016 | 06/2020 |
| Wellspring Associates | Roswell | GA | 04/2000 | Present |
| Hightower Securities Llc | Atlanta | GA | 07/2020 | Present |
| Wellspring Planning Group | Roswell | GA | 12/2016 | Present |
1.) WELLSPRING PLANNING GROUP LLC - 12/5/2016 - 200 Mansell Court East, Suite 430, Roswell, GA 30076 - Investment Advisor Representative, case design manager - analyze client documents and create visual representations, registered investment advisor, Not Invt Rel, 85 hrs/mo;85 hrs/mo (during trading hours). 2.) WELLSPRING ASSOCIATES - 6/10/2015 - 200 Mansell Court East, Suite 430, Atlanta, GA 30076 - Case Design Manager, life insurance audits and proposals, (dba for ILG First Meridian LLC-12/2004 & First Meridian Inc-4/2000), Not Invt Rel, 85 hrs/mo;85 hrs/mo (during trading hours). 3.) NOTARY - 8/14/2014 - Atlanta, GA - Notary, notarize documents for existing clients and company associates., notarize documents for existing clients and company associates, Not Invt Rel, .5 hrs/mo;.5 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 1995-08-11 |
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