DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Anthony Sollazzo
Feed of 09/14/2026
At current firm
0 y
since May 22, 2026
In the industry
13 y
since Oct 2, 2012 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Bluespring Wealth Management, LLC independent RIA currentsince May 22, 2026 · Austin, Tx
- Capital Planning Advisors LLC formerMar 3, 2014 to Jun 9, 2026 · Roseville, Ca
- Nfp Advisor Services, LLC formerJun 28, 2013 to Feb 28, 2014 · Sacramento, Ca
Moves
a registration end followed by a registration begin elsewhere
- Capital Planning Advisors LLC to Bluespring Wealth Management, LLCleft Jun 9, 2026, registered May 22, 2026 (-18 days) · RIA to RIA · moved with a team
- Nfp Advisor Services, LLC to Capital Planning Advisors LLCleft Feb 28, 2014, registered Mar 3, 2014 (3 days) · Other
Signals
- Michael Anthony Sollazzo left Capital Planning Advisors Llc for Bluespring Wealth Management, Llc (registered 2026-05-22)Jun 9, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address