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Teresa Ann Kakadelas

Blankinship & Foster, LLC

Solana Beach, CA

CRD 3225090

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Employer firm

Blankinship & Foster, LLC CRD 104795

$940M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Blankinship & Foster, Llc

420 Stevens Avenue Suite 250, Solana Beach, CA 92075 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2018-11-30
CA RA APPROVED 2006-07-13
  • OR RA
    APPROVED
    Since 2018-11-30
  • CA RA
    APPROVED
    Since 2006-07-13

Branch Locations

420 Stevens Avenue Suite 250, Solana Beach, CA 92075 • 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
Blankinship & Foster Llc Solana Beach CA 03/2015 Present
Blankinship & Foster Llc Solana Beach CA 06/2006 Present
Designations
  • Certified Financial Planner
Other Names
  • Teresa Ann Thomas

View on SEC IAPD

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Nearby Investors

TRAVIS TYLER PRENTICE
DEREK JOHN GAERTNER
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Nearby Offices

GLOBAL IMC LLC · SOLANA BEACH, CA
CLEAR CREEK INVESTMENTS, LLC · SOLANA BEACH, CA
THE INFORMED MOMENTUM COMPANY LLC · SOLANA BEACH, CA

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