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50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-23 |
Branch Locations
50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Middleton | MA | 08/2015 | 05/2024 |
| Self-Employed | Middleton | MA | 08/2022 | Present |
| Bluedoor Private Wealth, Llc | Beverly | MA | 07/2025 | Present |
Grady Kozak operates a business providing after-school sports programs to elementary and middle schools, earning compensation through parent-paid student sign-up fees. He does not receive commissions, from this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-16 |
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
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