Michael Thomas Novak

Current Employers

Wellspring Family Office

5900 Landerbrook Drive Suite 100, Cleveland, OH 44125 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-25
OH	RA	APPROVED	2007-05-22

TX RA
APPROVED

Since 2022-01-25
OH RA
APPROVED

Since 2007-05-22

Branch Locations

5900 Landerbrook Drive Suite 100, Cleveland, OH 44125 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wellspring Financial Advisors, Llc	Cleveland	OH	02/2007	Present

02/2007 → Present

Wellspring Financial Advisors, Llc

Cleveland, OH

Previous Registrations

2005-01-07 → 2007-02-27

Chess Financial Corp

Pepper Pike, OH

Other Businesses

WELLSPRING FINANCIAL ADVISORS, LLC IS HOLISTIC WEALTH MANAGEMENT FIRM THAT NOT ONLY PROVIDE INVESTMENT MANAGEMENT SERVICES, BUT FINANCIAL AND TAX MANAGEMENT AS WELL.

Current Employers

Wellspring Family Office

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

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