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Current Employers
Blakeslee & Blakeslee Financial Advisers Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-03-12
CA RA APPROVED 2017-06-22
  • TX RA
    APPROVED_RES
    Since 2018-03-12
  • CA RA
    APPROVED
    Since 2017-06-22

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 And Blakeslee Inc. San Luis Obispo CA 07/1995 Present
Cal Poly San Luis Obispo CA 01/2014 02/2017
Blakeslee & Blakeslee Financial Advisers Inc. San Luis Obispo CA 12/2016 Present
Other Businesses

In addition to being a registered representative, officer, principal, employee, and insurance agent at Blakeslee & Blakeslee, Sam is also registered as an Investment Advisor Representative (and serves as President) of Blakeslee & Blakeslee Financial Advisors, and will offer clients advice or products from this activity. This activity is approved as it has not and will not detract from Sam's duties with respect to B&B and his clients. Also, as a firm, we've taken precautions against confusion between the two entities, including the signs on the door, separate forms and marketing materials, and adoption of the Form CRS. Sam additionally serves on the board for Common Cause -- this is an unpaid position, that requires few hours of time a week, after market closure. Given the limited time required on this activity and the fact that it does not interfere with his duties here, the activity is approved. Sam owns an investment property in Savannah GA that is rented as a short term renal. The property is professionally managed. It requires less than 5 hours a week of this time. Given the limited time involved and the fact that they have not interfered with his profession here, these investment activities are approved.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-09-28
  • S63 Uniform Securities Agent State Law Examination
    1995-09-28
Designations
Other Names
  • Samuel Norman Blakeslee

View on SEC IAPD

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