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Terall Deane Blalock

Rubicon Advisors

Redding, CA

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Current Employers
Rubicon Advisors

1640 East Cypress Suite A, Redding, CA 96002 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-01
  • CA RA
    APPROVED
    Since 2026-04-01

Branch Locations

1640 East Cypress Suite A, Redding, CA 96002 • 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
Mitchell & Blalock Diversified Financial Services, Inc. Grants Pass OR 01/2001 Present
Ameritas Investment Company, Llc Grants Pass OR 07/1996 03/2026
Blalock Insurance Grants Pass OR 03/2000 Present
Financial Aid Center For Long Term Care Grants Pass OR 01/1995 03/2026
Papa Terall'S Bbq Catering Grants Pass OR 11/2013 Present
Jimmy's Classic Drive In Grants Pass OR 10/2019 01/2026
Ameritas Life Insurance Company Lincoln NE 06/2018 03/2026
Ameritas Advisory Services, Llc Lincoln NE 11/2021 03/2026
Lpl Financial Grants Pass OR 03/2026 Present
Rubicon Advisors Redding CA 03/2026 Present
  • 01/2001 → Present
    Mitchell & Blalock Diversified Financial Services, Inc.
    Grants Pass, OR
  • 07/1996 → 03/2026
    Ameritas Investment Company, Llc
    Grants Pass, OR
  • 03/2000 → Present
    Blalock Insurance
    Grants Pass, OR
  • 01/1995 → 03/2026
    Financial Aid Center For Long Term Care
    Grants Pass, OR
  • 11/2013 → Present
    Papa Terall'S Bbq Catering
    Grants Pass, OR
  • 10/2019 → 01/2026
    Jimmy's Classic Drive In
    Grants Pass, OR
  • 06/2018 → 03/2026
    Ameritas Life Insurance Company
    Lincoln, NE
  • 11/2021 → 03/2026
    Lincoln, NE
  • 03/2026 → Present
    Lpl Financial
    Grants Pass, OR
  • 03/2026 → Present
    Redding, CA
Previous Registrations
  • 2021-11-01 → 2026-04-27
    Grants Pass, OR
  • 2008-07-29 → 2021-11-01
    Ameritas Investment Company, Llc
    Portland, OR
    Grants Pass, OR
    Lincoln, NE
Other Businesses

1- 03/2026 - Rubicon Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 120 Hour(s)/Month - 120 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/30/2026 2- 03/2026 - Blalock Insurance - Property and Casualty - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Grants Pass, OR, 97526 - OBA Start Date: 03/01/2000 3- 03/2026 -Faithful Enterprises - Real Estate Rental - Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Grants Pass, OR, 97526 - OBA Start Date: 05/01/2004 4- 03/2026 - 119NW E Street - Real Estate Rental - Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Grants Pass, OR, 97526 - OBA Start Date: 09/01/2019 5- 03/2026 - Papa Terall's BBQ - Business Owner - Not Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Grants Pass, OR, 97527 - OBA Start Date: 11/01/2013 6- 04/3.0/2026 - Rubicon Advisors - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/11/2026 - 120 hours per month/ during trading - I provide investment advisory services through Rubicon Advisors, an independent investment advisor firm. I started this business activity in 03/2026. I expect to spend approximately 120 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-15
S63 Uniform Securities Agent State Law Examination 1990-08-22
  • S65 Uniform Investment Adviser Law Examination
    2008-07-15
  • S63 Uniform Securities Agent State Law Examination
    1990-08-22
Other Names
  • Terall Deane Blalock
  • Terall Deane Sr Blalock
  • Terrall Deane Blalock
  • Terall Deane Blalock

View on SEC IAPD

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