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Current Employers
Bluespring Wealth Management, Llc

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-22
TX RA APPROVED 2026-06-18
  • OH RA
    APPROVED
    Since 2026-06-22
  • TX RA
    APPROVED
    Since 2026-06-18

Branch Locations

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

9930 Johnnycake Ridge Road Suite 2B, Concord, OH 44060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hickory Asset Management Concord OH 12/2008 06/2026
Ritter Daniher Financial Advisory Llc Cincinnati OH 08/2025 06/2026
Kestra Financial Inc. Cincinnati OH 06/2026 Present
  • 12/2008 → 06/2026
    Hickory Asset Management
    Concord, OH
  • 08/2025 → 06/2026
    Cincinnati, OH
  • 06/2026 → Present
    Kestra Financial Inc.
    Cincinnati, OH
Previous Registrations
  • 2025-09-14 → 2026-07-08
    Concord, OH
    Cincinnati, OH
  • 2014-01-27 → 2025-10-01
    Hickory Asset Management, Inc.
    Concord, OH
  • 2012-09-19 → 2013-12-31
    L.M. Kohn & Company
    Cincinnati, OH
    Concord, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-21
  • S66 Uniform Combined State Law Examination
    2001-05-21
Designations

View on SEC IAPD

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