Best Investors Account Sign in
Current Employers
Bluespring Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-06-24
  • KY RA
    APPROVED
    Since 2026-06-24

Branch Locations

998 Governors Ln Suite 325, Lexington, KY 40513 • 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
OrganizationCityStateFromTo
Joule Financial Lexington KY 05/2024 06/2026
Emb Mortgage Group Lexington KY 02/2019 12/2024
Bluestone Title Lexington KY 04/2017 02/2019
Self-Employed Lexington KY 03/2016 08/2017
Kestra Financial Inc. Lexington KY 06/2026 Present
  • 05/2024 → 06/2026
    Joule Financial
    Lexington, KY
  • 02/2019 → 12/2024
    Emb Mortgage Group
    Lexington, KY
  • 04/2017 → 02/2019
    Bluestone Title
    Lexington, KY
  • 03/2016 → 08/2017
    Self-Employed
    Lexington, KY
  • 06/2026 → Present
    Kestra Financial Inc.
    Lexington, KY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-21
  • S65 Uniform Investment Adviser Law Examination
    2025-01-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lexington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor