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.

Current firm

BLUESPRING WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jul 5, 2016

First registration

Feb 10, 2020

Dual registered

no

Other names

Abe Garcia

IAPD individual key

6640804

• Occurred

  Jun 8, 2026
  Advisor changed firm

  Abraham Garcia left Bedell Frazier Investment Counselling, Llc. for Bluespring Wealth Management, Llc (registered 2026-05-27)

  Form ADVobserved 5 days ago
• Occurred

  Jun 8, 2026
  Advisor changed firm

  Abraham Garcia left Capital Planning Advisors Llc for Bedell Frazier Investment Counselling, Llc. (registered 2026-03-04)

  Form ADVobserved 5 days ago
• Occurred

  Jan 18, 2025
  Advisor changed firm

  Abraham Garcia left Charles Schwab & Co., Inc. for Capital Planning Advisors Llc (registered 2025-01-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5d2a625a-c5a0-6bde-3d8c-bf2d23de7268

First observed

Feb 10, 2020

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.