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200 Mansell Court East Suite 430, Roswell, GA 30076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-06-28 |
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 |
|---|---|---|---|---|
| Wellspring Associates | Roswell | GA | 01/1996 | Present |
| Twg Wellspring Llc | Roswell | GA | 05/2009 | Present |
| The Leaders Group, Inc. | Littleton | CO | 04/2016 | 06/2020 |
| Wellspring Planning Group, Llc | Roswell | GA | 06/2016 | Present |
| Hightower Securities Llc | Atlanta | GA | 07/2020 | Present |
1.) WELLSPRING PLANNING GROUP LLC - 6/17/2016 - 200 Mansell Court East, Suite 430, Roswell, GA 30076 - Investment Adviser Representative, financial planning, registered investment adviser, Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) WELLSPRING ASSOCIATES - 5/1/2009 - 200 Mansell Court East, Suite 430 - Partner, financial planning and life insurance sales, Not Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 3a.) JBSGBJ HOLDINGS, LLC - 03/20/2020 - 200 Mansell Court East, Suite 430, Roswell, GA., - OTHER - HOLDING COMPANY OF TWG WELLSPRING LLC - MEMBER - TIME SPENT LESS THAN 5% 3b.) TWG Wellspring LLC formerly The Wellspring Group - 1/15/1996 - Partner, holding company, Not Invt Rel, less than 5% of time. 4.) Hightower Securities - 7/2020 - 2200 Century Parkway, Suite 750 - Registered Representative, variable life insurance sales, less than 5% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-22 |
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