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Current Employers
Bluedoor Private Wealth, Llc

50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-16
FL RA APPROVED 2026-01-09
MA RA APPROVED 2025-12-10
  • OH RA
    APPROVED
    Since 2026-01-16
  • FL RA
    APPROVED
    Since 2026-01-09
  • MA RA
    APPROVED
    Since 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

G & O Financial Services, Inc.

888 Executive Center Dr W Suite 101, St. Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2013-10-07
  • FL RA
    APPROVED
    Since 2013-10-07

Branch Locations

888 Executive Center Dr W Suite 101, St. Petersburg, FL 33702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2022-03-10 → 2025-12-31
    Live Oak Family Offices Llc
    St. Petersburg, FL
    Tampa, FL
    St. Petersburg, FL
  • 2012-09-10 → 2013-06-12
    Boston Asset Management, Inc.
    Clearwater, FL
Designations

View on SEC IAPD

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