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50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-16 |
Branch Locations
888 Executive Center Drive West, Suite 101, St. Petersburg, FL 33702 • United States
50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States
Port Saint Lucie, FL • United States
Seaside, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2015 | 02/2018 |
| Cuna Mutual Group | Waverly | IA | 10/2015 | 02/2018 |
| Mansfield Investment Management | Warrenton | OR | 02/2018 | 12/2018 |
| Fairbanks Capital | Rancho Santa Fe | CA | 02/2019 | 03/2026 |
| Johnstone Brokerage Services, Llc | Lake Oswego | OR | 02/2020 | 06/2020 |
| Innovation Partners Llc | Charlotte | NC | 05/2023 | 06/2025 |
| Bluedoor Private Wealth, Llc | Beverly | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-08 |
| S65 | Uniform Investment Adviser Law Examination | 2011-05-23 |
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