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Current Employers
Blakeslee & Blakeslee Financial Advisers Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-06-29
  • CA RA
    APPROVED
    Since 2017-06-29

Branch Locations

1101 Marsh St., San Luis Obispo, CA 93401 • 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
Blakeslee & Blakeslee Inc. San Luis Obispo CA 02/1998 Present
Blakeslee & Blakeslee Financial Advisers Inc. 1101 Marsh St., San Luis Obispo, Ca93401 CA 02/1998 Present
Blakeslee & Blakeslee, Inc San Luis Obispo CA 02/1998 Present
  • 02/1998 → Present
    Blakeslee & Blakeslee Inc.
    San Luis Obispo, CA
  • 02/1998 → Present
    1101 Marsh St., San Luis Obispo, Ca93401, CA
  • 02/1998 → Present
    Blakeslee & Blakeslee, Inc
    San Luis Obispo, CA
Other Businesses

In addition to being a registered representative and insurance agent at Blakeslee & Blakeslee, Tricee 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 her duties and obligations at Blakeslee & Blakeslee and is approved by President Sam Blakeslee.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-08
S63 Uniform Securities Agent State Law Examination 2007-06-28
  • S66 Uniform Combined State Law Examination
    2017-06-08
  • S63 Uniform Securities Agent State Law Examination
    2007-06-28
Other Names
  • Tricee Bolterman
  • Adele Patrice Bolterman

View on SEC IAPD

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