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Advisor at BLUESPRING WEALTH MANAGEMENT, LLC
ROSEVILLE, CA | AUSTIN, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BLUESPRING WEALTH MANAGEMENT, LLC | Independent wealth | May 21, 2026 | n/a | yes | AUSTIN, TX|ROSEVILLE, CA | Current employment |
| BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | Former SEC adviser | Mar 4, 2026 | Jun 8, 2026 | no | Roseville, CA|WALNUT CREEK, CA | Previous registration |
| CAPITAL PLANNING ADVISORS LLC | Former SEC adviser | Mar 3, 2014 | Jun 8, 2026 | no | ROSEVILLE, CA | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Sep 29, 2006 | Feb 28, 2014 | no | SACRAMENTO, CA|AUSTIN, TX|SACRAMENTO, CA | Previous registration |
| NETWORK PLANNING ADVISORS, L.L.C. | n/a | Mar 23, 2001 | Jan 17, 2006 | no | SACRAMENTO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | BLUESPRING WEALTH MANAGEMENT, LLC | Jun 8, 2026 | May 21, 2026 | -18 | Firm change | RIA to RIA |
| CAPITAL PLANNING ADVISORS LLC | BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | Jun 8, 2026 | Mar 4, 2026 | -96 | Firm change after gap | RIA to RIA |
| NFP ADVISOR SERVICES, LLC | CAPITAL PLANNING ADVISORS LLC | Feb 28, 2014 | Mar 3, 2014 | 3 | Firm change | Other |
| NETWORK PLANNING ADVISORS, L.L.C. | NFP ADVISOR SERVICES, LLC | Jan 17, 2006 | Sep 29, 2006 | 255 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107326:152667:CA:2026-06-08 | Jun 8, 2026 | May 21, 2026 | WALNUT CREEK, CA | Firm change |
| 170266:107326:CA:2026-06-08 | Jun 8, 2026 | Mar 4, 2026 | ROSEVILLE, CA | Firm change after gap |