Mark Howell Winston

Employer firm

Wellspring Wealth Management LLC CRD 134834

$585M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2010 → Present
  Lpl Financial Llc
  Alpharetta, GA
• 02/2012 → 01/2017
  Planmark Capital Management, Llc
  Alpharetta, GA
• 01/2017 → Present
  Wellspring Wealth Management Llc
  Alpharetta, GA

Previous Registrations

• 2013-01-04 → 2017-01-17
  Planmark Capital Management, Llc
  Alpharetta, GA

Other Businesses

1. 02/05/2010 - PLANMARK CAPITAL MANAGMENT, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 2/8/2012 - Planmark Capital Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 10% - Financial planning services are provided and the client has the option of paying an hourly rate or fixed fee. 3. 1/30/2017 - Wellspring Wealth Management, LLC - DBA: (Hybrid) Wellspring Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 01/03/17 - 175 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Wellspring Wealth Management, LLC, an independent investment advisor firm. I started this business activity on 1/30/2017. I expect to spend approximately 175 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 09/13/2022 - Wellspring Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 01/03/17 - 175 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Wellspring Wealth Management, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 09/13/2022 - Wellspring Wealth Management, LLC - DBA: Wellspring Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 06/12/2019 - 20 Hours Per Month/10 Hours During Securities Trading - I provide investment advisory services through Wellspring Wealth Management, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-18

Designations

• Certified Financial Planner