DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

David Richard Ford

Blakeslee & Blakeslee Financial Advisers Inc.independent RIASan Luis Obispo, Ca dual registrantIAPD 2965164

Feed of 09/15/2026

Also filed as David R Ford

At current firm

1 y

since May 14, 2025

In the industry

28 y

since Jul 31, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisorreportedmybbfa.comfirm site, Sep 15, 2026
Designations: CIMAreportedmybbfa.comas printed on the bio page, Sep 16, 2026
Professional profile: mybbfa.com/team-member-01/david-fordreportedmybbfa.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Blakeslee & Blakeslee Financial Advisers Inc. independent RIA current
since May 14, 2025 · San Luis Obispo, Ca
Capital Client Group, Inc. no RAUM
Jul 9, 2013 to Jan 3, 2025 · Los Angeles, Ca
American Century Advisory Services, Inc. former
Apr 13, 2006 to Dec 31, 2012 · San Diego, Ca
Federated Investment Counseling institutional
Oct 21, 2003 to Jul 14, 2005 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

Capital Client Group, Inc. to Blakeslee & Blakeslee Financial Advisers Inc.
left Jan 3, 2025, registered May 14, 2025 (131 days) · Other
American Century Advisory Services, Inc. to Capital Client Group, Inc.
left Dec 31, 2012, registered Jul 9, 2013 (190 days) · Other
Federated Investment Counseling to American Century Advisory Services, Inc.
left Jul 14, 2005, registered Apr 13, 2006 (273 days) · Other

Signals

David Richard Ford left Capital Client Group, Inc. for Blakeslee & Blakeslee Financial Advisers Inc. (registered 2025-05-14)
Jan 3, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address