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JH

Judy A. Hogue

BLAKESLEE AND BLAKESLEE
Paso Robles, CA 93446
Some features on this profile are disabled
CRD#: 3101254
JH

Professional summary

Judy Ann Hogue, who also goes by Judy Ann Craig, Judy Ann Horvath, Judy Ann Marquez, Judy Ann Norton, is a registered financial professional currently at BLAKESLEE AND BLAKESLEE INC. located in Paso Robles, California.

Judy is registered as a RR (Registered Representative) and started their career in finance in 2007. Judy has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Judy Ann Craig | Judy Ann Horvath | Judy Ann Marquez | Judy Ann Norton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Judy Ann Hogue's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 4, 2021 - Present

BLAKESLEE AND BLAKESLEE INC.

Office #1: 544 12th Street, Paso Robles, CA 93446
BD
CRD#: 8149
Paso Robles, CA
Past

February 3, 2017 - September 25, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
PASO ROBLES, CA
Past

March 22, 2007 - February 6, 2017

BLAKESLEE AND BLAKESLEE INC.

BD
CRD#: 8149
PASO ROBLES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/4/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 5/9/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/21/2007
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BA
BLAKESLEE AND BLAKESLEE INC.
BLAKESLEE & BLAKESLEE | BLAKESLEE AND BLAKESLEE INC.

CRD#: 8149 / SEC#: , 8-32071

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
1101 Marsh Street, San Luis Obispo, CA 93401
Mailing Address
1101 Marsh Street, San Luis Obispo, CA 93401
Phone number
(805) 543-4366
Established
California since 03/01/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
BLAKESLEE, SAM NORMANPRESIDENT; CFO; TREASURER; MUNI PRIN; AML OFR; GENERAL PRINCIPAL2575749
CRYDEN, DAVID WILLIAMVP1188657
DARNELL, CRAIG STUARTVP4573977
TORRES, DEIRDRE MICHELLEVP; GENERAL PRINCIPAL; CHIEF COMPLIANCE OFFICER5361708
WOODRUFF, KARA ANNFINOP4737785

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BLAKESLEE AND BLAKESLEE INC.

CRD#: 8149Paso Robles, CA 93446

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