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Reading the graph
Advisor at BLUESPRING WEALTH MANAGEMENT, LLC
AUSTIN, TX | WALNUT CREEK, 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 20, 2026 | n/a | yes | WALNUT CREEK, CA|AUSTIN, TX | Current employment |
| BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | Former SEC adviser | Apr 27, 2026 | Jun 9, 2026 | no | WALNUT CREEK, CA|WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | BLUESPRING WEALTH MANAGEMENT, LLC | Jun 9, 2026 | May 20, 2026 | -20 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107326:152667:CA:2026-06-08 | Jun 9, 2026 | May 20, 2026 | WALNUT CREEK, CA | Firm change |