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200 Mansell Court East Suite 430, Roswell, GA 30076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-06-14 |
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 | 09/1984 | Present |
| Twg Wellspring Llc | Roswell | GA | 05/2009 | Present |
| The Leaders Group Inc | Littleton | CO | 05/2016 | 06/2020 |
| Wellspring Planning Group Llc | Roswell | GA | 05/2016 | Present |
| Hightower Securities Llc | Atlanta | GA | 07/2020 | Present |
(1) WELLSPRING ASSOCIATES - 5/2/2011 200 Mansell Court East, Suite 430, Roswell GA 30076 (dba for FIRST MERIDIAN INC-1/1/87 and dba for ILG FIRST MERIDIAN LLC-12/10/2004) - INSURANCE AGENCY, INS AGENT, TIME SPENT 70%. (2) FAMILY OFFICE FORUMS LLC - 04/17/2014 - ATLANTA, GA - OTHER-FORUM - BOARD MEMBER. - TIME SPENT 5%. (3) JBSGBJ HOLDINGS, LLC - 03/20/2020 - ATLANTA, GA, - OTHER - HOLDING COMPANY of TWG WELLSPRING LLC - MEMBER - TIME SPENT LESS THAN 5% (3) TWG WELLSPRING LLC Formerly The Wellspring Group 05/2009 - 200 Mansell Court East, Suite 430, Roswell, GA 30076 Not Inv Rel - Holding Company - Managing Director - TIME SPENT 5%. (4) WELLSPRING PLANNING GROUP LLC - 5/3/2016 - 200 Mansell Court East, Suite 430, Roswell, GA. 30076 REGISTERED INVESTMENT ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE, TIME SPENT 15%. (5) HIGHTOWER SECURITIES - 07/2020 - BROKER DEALER, REGISTERED REPRESENTATIVE, TIME SPENT 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-05 |
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