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Advisor at BLUESPRING WEALTH MANAGEMENT, LLC
AUSTIN, TX | ROSEVILLE, CA
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 22, 2026 | n/a | yes | AUSTIN, TX|ROSEVILLE, CA | Current employment |
| CAPITAL PLANNING ADVISORS LLC | Former SEC adviser | Mar 3, 2014 | Jun 9, 2026 | no | ROSEVILLE, CA | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Jun 28, 2013 | Feb 28, 2014 | no | SACRAMENTO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL PLANNING ADVISORS LLC | BLUESPRING WEALTH MANAGEMENT, LLC | Jun 9, 2026 | May 22, 2026 | -18 | Firm change | RIA to RIA |
| NFP ADVISOR SERVICES, LLC | CAPITAL PLANNING ADVISORS LLC | Feb 28, 2014 | Mar 3, 2014 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170266:152667:CA:2026-06-08 | Jun 9, 2026 | May 22, 2026 | ROSEVILLE, CA | Firm change |