Sam Blakewell

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Avantax Investment Services, Inc.	Morro Bay	CA	08/2020	05/2021
George G Ross Cpa Pfs Cfp	Morro Bay	CA	05/2020	02/2021
Ismile Dental Products	Sacramento	CA	06/2018	08/2018
Integrated Comfort	West Sacramento	CA	06/2017	08/2017
California Polytechnic State University, San Luis Obispo	San Luis Obispo	CA	09/2018	06/2022
Davis Senior High School	Davis	CA	08/2014	06/2018
Lewis Financial	San Luis Obispo	CA	05/2021	06/2022
Lpl Financial, Llc	San Luis Obispo	CA	05/2021	06/2022
Fidelity Investments	Sacramento	CA	07/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2020 → 05/2021

Avantax Investment Services, Inc.

Morro Bay, CA
05/2020 → 02/2021

George G Ross Cpa Pfs Cfp

Morro Bay, CA
06/2018 → 08/2018

Ismile Dental Products

Sacramento, CA
06/2017 → 08/2017

Integrated Comfort

West Sacramento, CA
09/2018 → 06/2022

California Polytechnic State University, San Luis Obispo

San Luis Obispo, CA
08/2014 → 06/2018

Davis Senior High School

Davis, CA
05/2021 → 06/2022

Lewis Financial

San Luis Obispo, CA
05/2021 → 06/2022

Lpl Financial, Llc

San Luis Obispo, CA
07/2022 → Present

Fidelity Investments

Sacramento, CA
03/2025 → Present

Fidelity Investments

Boston, MA

2022-07-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Sacramento, CA
2020-12-23 → 2021-05-21

Avantax Advisory Services

Dallas, TX

Morro Bay, CA

San Luis Obispo, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-23