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1101 Marsh St., San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blakeslee & Blakeslee | San Luis Obispo | CA | 01/1998 | Present |
| Blakeslee & Blakeslee Financial Advisers Inc. | 1101 Marsh St. San Luis Obispo | CA | 07/2017 | Present |
In addition to being a registered representative and insurance agent at Blakeslee & Blakeslee, Stephen is also registered as an Investment Advisor Representative for Blakeslee & Blakeslee Financial Advisors, 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. Registered representative is currently a Board Member of his homeowners' association, Templeton West Homeowner's Association. He is not compensated for his time and spends less then one hour a week severing on the board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-18 |
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