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

Abraham Garcia

Bluespring Wealth Management, LLCindependent RIAAustin, Tx IA-onlyIAPD 6640804

Feed of 09/14/2026

Also filed as Abe Garcia

At current firm

0 y

since May 27, 2026

In the industry

10 y

since Apr 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Bluespring Wealth Management, LLC independent RIA current
since May 27, 2026 · Roseville, Ca
Bedell Frazier Investment Counselling, LLC. former
Mar 4, 2026 to Jun 8, 2026 · Walnut Creek, Ca
Capital Planning Advisors LLC former
Jan 17, 2025 to Jun 8, 2026 · Roseville, Ca
Charles Schwab & Co., Inc. national BD
Feb 10, 2020 to Jan 18, 2025 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

Bedell Frazier Investment Counselling, LLC. to Bluespring Wealth Management, LLC
left Jun 8, 2026, registered May 27, 2026 (-12 days) · RIA to RIA · moved with a team
Capital Planning Advisors LLC to Bedell Frazier Investment Counselling, LLC.
left Jun 8, 2026, registered Mar 4, 2026 (-96 days) · RIA to RIA · moved with a team
Charles Schwab & Co., Inc. to Capital Planning Advisors LLC
left Jan 18, 2025, registered Jan 17, 2025 (-1 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Abraham Garcia left Bedell Frazier Investment Counselling, Llc. for Bluespring Wealth Management, Llc (registered 2026-05-27)
Jun 8, 2026 · Advisor changed firm · fact
Abraham Garcia left Capital Planning Advisors Llc for Bedell Frazier Investment Counselling, Llc. (registered 2026-03-04)
Jun 8, 2026 · Advisor changed firm · fact
Abraham Garcia left Charles Schwab & Co., Inc. for Capital Planning Advisors Llc (registered 2025-01-17)
Jan 18, 2025 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address