Valeri Jan Bishop

Current Employers

Employment History

• 05/2016 → 09/2017
  E*Trade Securities Llc
  Alpharetta, GA
• 05/2016 → 09/2017
  E*Trade Capital Management Llc
  Alpharetta, GA
• 04/2018 → Present
  Lpl Financial Llc
  Alpharetta, GA
• 09/2017 → 04/2018
  Unemployed
  Cummings, GA
• 04/2018 → Present
  Wellspring Wealth Management
  Alpharetta, GA

Previous Registrations

• 2016-08-26 → 2017-09-22
  Harrisdirect Llc
  Alpharetta, GA
  Arlington, VA
• 2003-03-28 → 2016-04-13
  Charles Schwab & Co., Inc.
  Alpharetta, GA
  Atlanta, GA

Other Businesses

1) 04/16/2018 - Wellspring Wealth Management LLC - Investment Related - 2200 Century Parkway, Atlanta GA., Investment Advisory, Investment Adviser Representative, start: 04/2018 - 140 hr/mth 2) 04/16/2018 - Real Estate Rental - Valeri Bishop-SHORT TERM VACATION RENTAL - owner - Cleveland, GA - start: 01/2014 3) 5/23/2018 - Wellspring Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/02/2018 - 120 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Wellspring Wealth Management, an independent investment advisor firm. I started this business activity on 5/23/2018. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms 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) 04/26/2022- Wellspring Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 04/02/2018 - 160 Hours Per Month/ 160 Hours During Securities Trading - I provide Compliance/Supervision services through Wellspring Wealth Management, an independent investment advisor firm. I started this business activity on 04/2022. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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 advisory firm is separate from and independent of LPL Financial. 5) 04/26/2022 - Planmark Capital Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/02/2018 - 80 Hours Per Month/ 80 Hours During Securities Trading. 6) 07/05/2022 - Wellspring Wealth Management, LLC - DBA: Wellspring Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/30/2022 - 160 Hours Per Month/ 40 Hours During Securities Trading. 7) 3/21/2023 - Wellspring Wealth Management, LLC - DBA: Wellspring Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 02/06/2017 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Wellspring Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 03/2023. 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

• S63 Uniform Securities Agent State Law Examination
  1993-12-17

Other Names

• Valeri Jan Jacobs
• Valeri J Guth