Stephen Herlihy is a registered investment advisor, based in Atlanta, GA, with 30 years of industry experience.
Location
2200 Century Parkway, Suite 750, Atlanta, GA, 30345
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is an Investment Advisor Representative with Wellspring Planning Group and an insurance agent with Wellspring Associates, selling life insurance, dedicating nearly full-time hours to the latter. He is also a member of JBSGBJ Holdings, LLC and a partner in TWG Wellspring LLC, and a registered representative with Hightower Securities selling variable insurance.
Employment History
Current Registrations
Hightower Securities, LLC
Hightower Securities, LLCBroker
Wellspring Planning Group LLC
Previous Registrations
The Leaders Group, INC.Broker
LPL Financial Corporation
LPL Financial LLCBroker
Wellspring Wealth Management LLC
Investlinc Securities, LLCBroker
Investlinc Wealth Services
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
American General Securities IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.