DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

DAVID RICHARD FORD

Advisor at BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

SAN LUIS OBISPO, CA | VALENCIA, 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:f00fa303-b262-68c6-c021-ed4cc41958e3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 21, 2003 to Sep 15, 2026

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

Current firm: BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 31, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Exams: S63|S65
First exam: Jul 31, 1998
First registration: Oct 21, 2003
Dual registered: yes, broker-dealer
Other names: DAVID R FORD
IAPD individual key: 2965164

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.	Independent wealth	May 14, 2025	n/a	yes	SAN LUIS OBISPO, CA\|VALENCIA, CA	Current employment
CAPITAL CLIENT GROUP, INC.	No RAUM reported	Jul 9, 2013	Jan 3, 2025	no	LOS ANGELES, CA\|Stevenson Ranch, CA	Previous registration
AMERICAN CENTURY ADVISORY SERVICES, INC.	Former SEC adviser	Apr 13, 2006	Dec 31, 2012	no	SAN DIEGO, CA\|HERMOSA BEACH, CA\|HERMOSA BEACH, CA\|KANSAS CITY, MO\|KANSAS CITY, MO	Previous registration
FEDERATED INVESTMENT COUNSELING	Institutional manager	Oct 21, 2003	Jul 14, 2005	no	PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL CLIENT GROUP, INC.	BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.	Jan 3, 2025	May 14, 2025	131	Firm change	Other
AMERICAN CENTURY ADVISORY SERVICES, INC.	CAPITAL CLIENT GROUP, INC.	Dec 31, 2012	Jul 9, 2013	190	Firm change	Other
FEDERATED INVESTMENT COUNSELING	AMERICAN CENTURY ADVISORY SERVICES, INC.	Jul 14, 2005	Apr 13, 2006	273	Firm change	Other

Relationships

Registered with (4)

→ BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.Registered adviserregistration: current employment
May 14, 2025 to presentfactForm ADV
→ CAPITAL CLIENT GROUP, INC.Registered adviserregistration: previous registration
Jul 9, 2013 to Jan 3, 2025factForm ADV
→ AMERICAN CENTURY ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Apr 13, 2006 to Dec 31, 2012factForm ADV
→ FEDERATED INVESTMENT COUNSELINGRegistered adviserregistration: previous registration
Oct 21, 2003 to Jul 14, 2005factForm ADV

Dated events

Occurred
Jan 3, 2025
Advisor changed firm
David Richard Ford left Capital Client Group, Inc. for Blakeslee & Blakeslee Financial Advisers Inc. (registered 2025-05-14)
Form ADVobserved 5 days ago