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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

Michael Patrick Callahan

Advisor at WELLSPRING PLANNING GROUP LLC

ATLANTA, GA | Roswell, GA

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Search this name across graphsid dfx:ria:7ec03d37-56ec-59d0-7dcd-f62d2a58d4e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jul 25, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLSPRING PLANNING GROUP LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 18, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Exams: S63|S65
First exam: Jun 18, 2012
First registration: Jul 25, 2014
Dual registered: yes, broker-dealer
Other names: Patrick Callahan|MICHAEL PATRICK CALLAHAN|M Patrick Callahan
IAPD individual key: 4300313

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
XCEPTION FAMILY OFFICE	Independent wealth	Jan 27, 2026	n/a	yes	ATLANTA, GA	Current employment
WELLSPRING PLANNING GROUP LLC	State registered	Jul 16, 2019	n/a	yes	Roswell, GA	Current employment
HIGHTOWER ADVISORS, LLC	Bd affiliated wealth	Oct 4, 2023	Dec 31, 2025	no	Atlanta, GA\|CHICAGO, IL	Previous registration
TLG ADVISORS, INC.	Bd affiliated wealth	May 21, 2019	Jan 2, 2024	no	Atlanta, GA\|SUMMIT, NJ\|Atlanta, GA	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Dec 22, 2017	May 28, 2019	no	MILLEDGEVILLE, GA\|PORTLAND, OR\|Peach Tree, GA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 25, 2014	Jan 5, 2018	no	Atlanta, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHTOWER ADVISORS, LLC	XCEPTION FAMILY OFFICE	Dec 31, 2025	Jan 27, 2026	27	Firm change	Ibd to RIA
TLG ADVISORS, INC.	WELLSPRING PLANNING GROUP LLC	Jan 2, 2024	Jul 16, 2019	-1,631	Firm change after gap	Ibd to state RIA
M HOLDINGS SECURITIES, INC.	TLG ADVISORS, INC.	May 28, 2019	May 21, 2019	-7	Firm change	Ibd to ibd
MML INVESTORS SERVICES, LLC	M HOLDINGS SECURITIES, INC.	Jan 5, 2018	Dec 22, 2017	-14	Firm change	Other

Relationships

Registered with (6)

→ XCEPTION FAMILY OFFICERegistered adviserregistration: current employment
Jan 27, 2026 to presentfactForm ADV
→ WELLSPRING PLANNING GROUP LLCRegistered adviserregistration: current employment
Jul 16, 2019 to presentfactForm ADV
→ HIGHTOWER ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 4, 2023 to Dec 31, 2025factForm ADV
→ TLG ADVISORS, INC.Registered adviserregistration: previous registration
May 21, 2019 to Jan 2, 2024factForm ADV
→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: previous registration
Dec 22, 2017 to May 28, 2019factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 25, 2014 to Jan 5, 2018factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Michael Patrick Callahan left Hightower Advisors, Llc for Xception Family Office (registered 2026-01-27)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2024
Advisor changed firm
Michael Patrick Callahan left Tlg Advisors, Inc. for Wellspring Planning Group Llc (registered 2019-07-16)
Form ADVobserved 4 days ago