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 6, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom 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

First exam

Apr 6, 1990

First registration

Apr 6, 1998

Dual registered

no

Other names

JAMES MCCARTHY

IAPD individual key

4874021

• Occurred

  Jun 8, 2026
  Advisor changed firm

  James Fredric Mccarthy left Bedell Frazier Investment Counselling, Llc. for Bluespring Wealth Management, Llc (registered 2026-05-20)

  Form ADVobserved 6 days ago
• Occurred

  Jun 8, 2026
  Advisor changed firm

  James Fredric Mccarthy left Capital Planning Advisors Llc for Bedell Frazier Investment Counselling, Llc. (registered 2026-03-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e3c8babf-bd58-1b61-20e7-0b54624802d6

First observed

Apr 6, 1998

Last observed

Sep 15, 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.