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Michael Anthony Sollazzo

Bluespring Wealth Management, LLC

Austin, TX

Roseville, CA

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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
CA RA APPROVED 2026-05-22
  • CA RA
    APPROVED
    Since 2026-05-22

Branch Locations

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

1420 Rocky Ridge Drive #140, Roseville, CA 95661 • 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
Kestra Financial Inc. Roseville CA 05/2026 Present
Capital Planning Advisors Sacramento CA 02/2014 05/2026
  • 05/2026 → Present
    Kestra Financial Inc.
    Roseville, CA
  • 02/2014 → 05/2026
    Capital Planning Advisors
    Sacramento, CA
Previous Registrations
Other Businesses

COMPANY: CAPITAL INDEPENDENT INSURANCE SERVICES, LLC INVESTMENT RELATED: NO ADDRESS: 1420 ROCKY RIDGE DR., STE 140, ROSEVILLE, CA 95661 NATURE OF THE BUSINESS: INSURANCE SERVICES TITLE: PARTNER & WEALTH MANAGEMENT COUNSEL START DATE: 6/19/2015 TIME SPENT: 1 HRS/MO. 1 HRS/MO. DURING SECURITIES TRADING HOURS DUTIES: REVIEW AND ANALYZE NEEDS OF BUSINESS OR INDIVIDUAL CLIENTS AND PROVIDE SUITABLE PROTECTION PLANS TO MEET THEIR NEEDS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-04-29
S65 Uniform Investment Adviser Law Examination 2012-10-02
  • S63 Uniform Securities Agent State Law Examination
    2013-04-29
  • S65 Uniform Investment Adviser Law Examination
    2012-10-02

View on SEC IAPD

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