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1 West College St Suite 4, Athens, TN 37303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-07-08 |
| AZ | RA | APPROVED | 2017-01-24 |
| TX | RA | APPROVED | 2017-01-06 |
Branch Locations
5006 Lakeland Circle Suite 101, Waco, TX 76710 • United States
1 West College St Suite 4, Athens, TN 37303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellwether Investment Group, Llc D/B/A Wellspring Advisors, Llc | Waco | TX | 08/2015 | 01/2017 |
| Capital Square, Llc | Chattanooga | TN | 01/2017 | Present |
Name of business is Sam Simpson which is involved in the acquisition, management, development, and leasing and sale of real estate as an investment for fun and profit. Time spent averages two hours per month. There are no employees. Address is my residence in Waco. I am the owner and manager. Business began in 1983.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-11 |
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