Blake A Davidson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 07/2019
  Associated Students, Inc.
  San Luis Obispo, CA
• 07/2018 → 09/2018
  Ubs Financial Services, Inc.
  Newport Beach, CA
• 07/2019 → 08/2021
  Ubs Financial Services, Inc.
  Weehawken, NJ
• 09/2015 → 06/2019
  California Polytechnic State University; San Luis Obispo
  San Luis Obispo, CA
• 08/2021 → 06/2026
  Morgan Stanley
  Laguna Niguel, CA
• 04/2026 → 06/2026
  Morgan Stanley Private Bank, N.A
  New York, NY
• 06/2026 → Present
  Lpl Financial Llc
  San Clemente, CA

Previous Registrations

• 2021-09-01 → 2026-06-24
  Morgan Stanley
  Laguna Niguel, CA
  Irvine, CA
• 2019-10-22 → 2021-09-23
  Ubs Financial Services Inc.
  Weehawken, NJ

Other Businesses

1. 6/2026 - WestKai Private Wealth - DBA for LPL Business (entity for LPL business) - INV REL - 200 Hour(s)/Month – 200 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/23/2026

Exams

• S66 Uniform Combined State Law Examination
  2019-10-18

Other Names

• Blake Aaron Davidson