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200 Mansell Court East Suite 430, Roswell, GA 30076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-07-13 |
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 | 01/1993 | 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 - 6/17/2016 - 200 Mansell East Court, Suite 430 Roswell, Ga 30076 - Investment Advisor Representative, fee based estate planning, registered investment advisor, Invt Rel, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) WELLSPRING ASSOCIATES. - 1/18/1993 - 200 Mansell East Court, Suite 430 Atlanta, Ga 30076 - Insurance Agent, sell life insurance, life insurance agency, Not Invt Rel, 120 hrs/mo; 120 hrs/mo (during trading hours). 3a.) JBSGBJ HOLDINGS, LLC - 03/20/2020 - Roswell, GA. - OTHER - HOLDING COMPANY OF TWG WELLSPRING LLC - MEMBER - TIME SPENT LESS THAN 5% 3b.) TWG WELLSPRING LLC, formerly The Wellspring Group LLC - 5/1/2009 - Partner - Partner, decision making in running the company., holding company, Not Invt Rel, 120 hrs/mo; 120 hrs/mo (during trading hours). 4.) Hightower Securities, 7/2020 - Registered Representative, sell variable insurance, less than 5% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-26 |
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