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
Justin Amit
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Justin Tyler Amit
At current firm
0 y
since May 20, 2026
In the industry
25 y
since Aug 1, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Bluespring Wealth Management, LLC independent RIA currentsince May 20, 2026 · Austin, Tx
- Capital Planning Advisors LLC formerMar 4, 2026 to Jun 8, 2026 · Walnut Creek, Ca
- Bedell Frazier Investment Counselling, LLC. formerFeb 11, 2020 to Jun 8, 2026 · Walnut Creek, Ca
- Charles Schwab & Co., Inc. national BDMar 14, 2019 to Feb 26, 2020 · Phoenix, Az
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 20, 2014 to Mar 22, 2017 · Chandler, Az
Moves
a registration end followed by a registration begin elsewhere
- Bedell Frazier Investment Counselling, LLC. to Capital Planning Advisors LLCleft Jun 8, 2026, registered Mar 4, 2026 (-96 days) · RIA to RIA · moved with a team
- Capital Planning Advisors LLC to Bluespring Wealth Management, LLCleft Jun 8, 2026, registered May 20, 2026 (-19 days) · RIA to RIA · moved with a team
- Charles Schwab & Co., Inc. to Bedell Frazier Investment Counselling, LLC.left Feb 26, 2020, registered Feb 11, 2020 (-15 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Charles Schwab & Co., Inc.left Mar 22, 2017, registered Mar 14, 2019 (722 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Signals
- Justin Amit left Capital Planning Advisors Llc for Bluespring Wealth Management, Llc (registered 2026-05-20)Jun 8, 2026 · Advisor changed firm · fact
- Justin Amit left Bedell Frazier Investment Counselling, Llc. for Capital Planning Advisors Llc (registered 2026-03-04)Jun 8, 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address