Brett Lathrup has been an investment adviser representative at Blankinship & Foster since March 2025, and is not listed among the firm’s executive officers or direct owners.
Blankinship & Foster, LLC is a Solana Beach, CA firm with $940M under management, 290 clients and 9 advisers in one office, as of its March 2026 filing.
Brett Lathrup’s longest registration was 3 years at LPL Financial LLC (2015–2019). Before joining Blankinship & Foster in 2025, Brett Lathrup was registered through Creative Money LLC and White Raven Financial.
- Blankinship & Foster, LLCCurrent– present · 1 yearSolana Beach, CA · Adviser representative · Firm CRD 104795
- Creative Money LLC– · 2 yearsSeattle, WA · Adviser representative · Firm CRD 284357
- White Raven Financial– · 2 yearsArlington, WA · Adviser representative · Firm CRD 288441
- Wsecu Investment Management– · 3 yearsOlympia, WA · Adviser representative · Firm CRD 154578
- LPL Financial LLC– · 3 yearsOlympia, WA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Brett Lathrup is registered as an investment adviser representative in 2 states. Each was approved in March 2025.
- CaliforniaSince 11 March 2025
- OregonSince 11 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 10 February 2016 |
| Series 7 | General Securities Representative Examination | 19 January 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brett Alexander Lathrup
- CRD
- 6554106
- Firm
- Blankinship & Foster · CRD 104795
- Office
- 420 STEVENS AVENUE, SUITE 250, Solana Beach, CA 92075
- Registration
- Investment adviser registration
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Brett Lathrup work?
Brett Lathrup is an investment adviser representative registered through Blankinship & Foster, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brett Lathrup a financial advisor?
Yes. Brett Lathrup has a current investment-adviser registration in California and Oregon, through Blankinship & Foster since March 2025.
How many years of experience does Brett Lathrup have?
Brett Lathrup has 10 years in the financial industry, since March 2016, across 5 adviser firms.
What exams has Brett Lathrup passed?
Brett Lathrup has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in March 2015. FINRA credited Brett Lathrup with the SIE, which began in October 2018.
Where did Brett Lathrup work before Blankinship & Foster?
Before Blankinship & Foster, Brett Lathrup was registered through Creative Money LLC, June 2022 to October 2024; White Raven Financial, July 2019 to June 2022; Wsecu Investment Management, April 2016 to August 2019; LPL Financial LLC, November 2015 to July 2019.
Where is Brett Lathrup based?
Brett Lathrup’s registered office is in Solana Beach, CA.
Is Brett Lathrup registered with FINRA?
No. Brett Lathrup has no current broker registration.
How can I verify Brett Lathrup’s record?
Search CRD 6554106 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Lathrup’s full registration record.