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Blacklines Financial CRD 323340
$53.0M regulatory AUM 249 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
515 S Flower St 18Th Floor, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-29 |
| NY | RA | APPROVED | 2025-09-22 |
| VA | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2025-06-06 |
| GA | RA | APPROVED | 2025-05-29 |
| CA | RA | APPROVED | 2023-01-20 |
Branch Locations
515 S Flower St 18Th Floor, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 05/2014 | 03/2023 |
| Blacklines | Los Angeles | CA | 07/2022 | Present |
| Innovation Partners Llc | Charlotte | NC | 04/2024 | 10/2024 |
Kelsey acts as an insurance agent, a non investment-related business. He sells life insurance, disability, long term care, and annuities products. This takes up approximately 5 hours per month of his time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-29 |
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