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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

TURNBERRY FINANCIAL SERVICES, INC.

CRD 109839

WESTLAKE VILLAGE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d4c3922a-e928-fb62-3a0e-770012c98edd

Data as of Mar 6, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Mar 6, 2013
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $192MItem 5.F on the latest filing (2013-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $189M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Accounts: 380
SEC number: 801-57327
CRD: 109839
Filings on the tape: 4
First filed: Mar 29, 2012
Latest filed: Mar 6, 2013
Organised: Corporation, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLONQUIST, LAWRENCE, BLAINE	Trustee	D	yes	06/2005	Mar 29, 2012	Mar 6, 2013
BLONQUIST, LAWRENCE, BLAINE	PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER	Na	yes	08/1993	Mar 29, 2012	Mar 6, 2013
BLONQUIST, SHARON	Secretary	Na	yes	06/2005	Mar 29, 2012	Mar 6, 2013
BLONQUIST, SHARON	Trustee	D	yes	06/2005	Mar 29, 2012	Mar 6, 2013
HOUSTON, JAMES, MCKENDRICK	VICE PRESIDENT	Na	yes	06/2005	Mar 29, 2012	Mar 6, 2013
LAWRENCE B. BLONQUIST FAMILY TRUST	Owner	E	yes	06/2005	Mar 29, 2012	Mar 6, 2013

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Mar 6, 2013	$192M	$189M	5	4	n/a	n/a	n/a
2011	Mar 29, 2012	$196M	$187M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2012	$192M	$196M	-1.8%	n/a	n/a	5	n/a	n/a	n/a

Relationships

Controls (4)

← BLONQUIST, LAWRENCE, BLAINEOwnerTRUSTEE, ownership code D, individual
Mar 29, 2012 to presentfactForm ADV
← HOUSTON, JAMES, MCKENDRICKOwnerVICE PRESIDENT, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← BLONQUIST, SHARONOwnerSECRETARY, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← LAWRENCE B. BLONQUIST FAMILY TRUSTOwnerOWNER, ownership code E, domestic entity
Mar 29, 2012 to presentfactForm ADV

Registered with (1)

← James HoustonAdvisorregistration: previous registration
Jul 8, 1997 to Feb 14, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4c3922a-e928-fb62-3a0e-770012c98edd
First observed: Mar 29, 2012
Last observed: Mar 6, 2013 164 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TURNBERRY FINANCIAL SERVICES, INC.

CRD 109839

WESTLAKE VILLAGE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d4c3922a-e928-fb62-3a0e-770012c98edd

Data as of Mar 6, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLONQUIST, LAWRENCE, BLAINE

Trustee

yes

06/2005

Mar 29, 2012

Mar 6, 2013

BLONQUIST, LAWRENCE, BLAINE

PRESIDENT, DIRECTOR & CHIEF COMPLIANCE OFFICER

yes

08/1993

Mar 29, 2012

Mar 6, 2013

BLONQUIST, SHARON

Secretary

yes

06/2005

Mar 29, 2012

Mar 6, 2013

BLONQUIST, SHARON

Trustee

yes

06/2005

Mar 29, 2012

Mar 6, 2013

HOUSTON, JAMES, MCKENDRICK

VICE PRESIDENT

yes

06/2005

Mar 29, 2012

Mar 6, 2013

LAWRENCE B. BLONQUIST FAMILY TRUST

Owner

yes

06/2005

Mar 29, 2012

Mar 6, 2013

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Mar 6, 2013

$192M

$189M

n/a

2011

Mar 29, 2012

$196M

$187M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$192M

$196M

-1.8%

n/a