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50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-16 |
| FL | RA | APPROVED | 2026-01-09 |
| MA | RA | APPROVED | 2025-12-10 |
Branch Locations
Tampa, FL • United States
888 Executive Center Drive West, Suite 101, St. Petersburg, FL 33702 • United States
50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States
888 Executive Center Dr W Suite 101, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-10-07 |
Branch Locations
888 Executive Center Dr W Suite 101, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G & O Financial Services, Inc. | St Petersburg | FL | 07/2013 | 12/2025 |
| Live Oak Family Offices Llc | St Petersburg | FL | 01/2023 | 12/2025 |
| Bluedoor Private Wealth, Llc | Beverly | MA | 11/2025 | Present |
| Live Oak Family Offices Llc | Tampa | FL | 07/2026 | Present |
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