Clayton Carter Kreis

Current Employers

G & O Financial Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-01

FL RA
APPROVED

Since 2025-01-01

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

Organization	City	State	From	To
Garcia & Ortiz Pa	St Petersburg	FL	12/1988	Present
G & O Financial Services, Inc	St Petersburg	FL	01/1999	Present

12/1988 → Present

Garcia & Ortiz Pa

St Petersburg, FL
01/1999 → Present

G & O Financial Services, Inc

St Petersburg, FL

Other Businesses

Garcia & Ortiz PA; Non Investment-Related; St. Petersburg, FL; Accounting; Certified Public Accountant; 12/1988; 172 Hrs/mo; 172 Hrs/mo during securities trading hours; duties are Managing Shareholder.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-11-13

S65 Uniform Investment Adviser Law Examination

1998-11-13

Designations

View on SEC IAPD

Current Employers

G & O Financial Services, Inc.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

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