Terry Kin Chiu

Current Employers

Bluespring Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-05-20

CA RA
APPROVED

Since 2026-05-20

Branch Locations

1420 Rocky Ridge Drive #140, Roseville, CA 95661 • United States

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

Organization	City	State	From	To
Kestra Financial Inc.	Walnut Creek	CA	05/2026	Present
Capital Planning Advisors, Llc	Sacramento	CA	03/2015	05/2026
Bedell Frazier Investment Counselling	Walnut Creek	CA	02/2026	05/2026

05/2026 → Present

Kestra Financial Inc.

Walnut Creek, CA
03/2015 → 05/2026

Capital Planning Advisors, Llc

Sacramento, CA
02/2026 → 05/2026

Bedell Frazier Investment Counselling

Walnut Creek, CA

Previous Registrations

2026-03-04 → 2026-06-08

Bedell Frazier Investment Counselling, Llc.

Walnut Creek, CA

Walnut Creek, CA
2015-03-04 → 2026-06-08

Capital Planning Advisors Llc

Roseville, CA

Other Businesses

Capital Planning Advisors, LLC; Investment-related; 1990 North California Blvd. 8th Floor Walnut Creek, CA 94596; Investment Adviser; Investment Adviser Representative; 03/2015; 160; 160; Investment Adviser Representative