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Current Employers
Blakeslee & Blakeslee Financial Advisers Inc.

1101 Marsh St., San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-15
TX RA APPROVED_RES 2025-05-15
CA RA APPROVED 2025-05-14
NV RA APPROVED 2025-05-14
  • IL RA
    APPROVED
    Since 2025-05-15
  • TX RA
    APPROVED_RES
    Since 2025-05-15
  • CA RA
    APPROVED
    Since 2025-05-14
  • NV RA
    APPROVED
    Since 2025-05-14

Branch Locations

1101 Marsh St., San Luis Obispo, CA 93401 • United States

Valencia, CA • 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
American Funds Los Angeles CA 12/2015 01/2021
American Funds Los Angeles CA 01/2021 12/2024
Blakeslee & Blakeslee, Inc. San Luis Obispo CA 12/2024 Present
Blakeslee & Blakeslee Financial Advisers San Luis Obispo CA 04/2025 Present
  • 12/2015 → 01/2021
    American Funds
    Los Angeles, CA
  • 01/2021 → 12/2024
    American Funds
    Los Angeles, CA
  • 12/2024 → Present
    Blakeslee & Blakeslee, Inc.
    San Luis Obispo, CA
  • 04/2025 → Present
    Blakeslee & Blakeslee Financial Advisers
    San Luis Obispo, CA
Previous Registrations
  • 2013-07-09 → 2025-01-03
    Los Angeles, CA
    Stevenson Ranch, CA
  • 2006-04-13 → 2012-12-31
    American Century Advisory Services, Inc.
    San Diego, CA
    Hermosa Beach, CA
    Hermosa Beach, CA
    Kansas City, MO
    Kansas City, MO
  • 2003-10-21 → 2005-07-14
    Pittsburgh, PA
Other Businesses

In addition to being a registered representative and insurance agent at Blakeslee & Blakeslee, David is also registered as an Investment Advisor Representative for Blakeslee & Blakeslee Financial Advisers, and will offer clients advice or products from this activity. This activity does not interfere with his duties and obligations at Blakeslee & Blakeslee and is approved by President Sam Blakeslee.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-12
S63 Uniform Securities Agent State Law Examination 1998-07-31
  • S65 Uniform Investment Adviser Law Examination
    1999-08-12
  • S63 Uniform Securities Agent State Law Examination
    1998-07-31
Other Names
  • David R Ford

View on SEC IAPD

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