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RIA / WealthAdvisor15 years in industry

John Richard Shepherd

Advisor at BLUEDOOR PRIVATE WEALTH, LLC

Port Saint Lucie, FL | Seaside, OR | BEVERLY, MA | St. Petersburg, FL

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Search this name across graphsid dfx:ria:1f8d0a4c-442a-375c-fd1b-2e7f7fe78471

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 24, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BLUEDOOR PRIVATE WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 23, 2011
First registration: May 24, 2011
Dual registered: no
Other names: JOHN RICHARD SHEPHERD
IAPD individual key: 732037

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLUEDOOR PRIVATE WEALTH, LLC	Independent wealth	Apr 16, 2026	n/a	yes	St. Petersburg, FL\|BEVERLY, MA\|Port Saint Lucie, FL\|Seaside, OR	Current employment
FAIRBANKS CAPITAL MANAGEMENT, INC.	Independent wealth	Feb 13, 2019	Apr 15, 2026	no	Port Saint Lucie, FL\|Warrenton, OR\|RANCHO SANTA FE, CA	Previous registration
MANSFIELD INVESTMENT MANAGEMENT	n/a	Mar 30, 2018	Dec 11, 2018	no	BEAVERTON, OR	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Oct 23, 2015	Feb 15, 2018	no	Tillamook, OR\|WAVERLY, IA\|Astoria, OR\|Seaside, OR\|Lincoln City, OR\|Ranier, OR\|Newport, OR	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jan 14, 2015	Oct 19, 2015	no	PORTLAND, OR	Previous registration
EAST COAST ASSET MANAGEMENT, LLC	Mixed wealth	Jun 16, 2014	Nov 14, 2014	no	ESSEX, MA	Previous registration
TRAN CAPITAL MANAGEMENT, L.P.	Independent wealth	May 24, 2011	Jun 14, 2013	no	SAN RAFAEL, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FAIRBANKS CAPITAL MANAGEMENT, INC.	BLUEDOOR PRIVATE WEALTH, LLC	Apr 15, 2026	Apr 16, 2026	1	Firm change	RIA to RIA
MANSFIELD INVESTMENT MANAGEMENT	FAIRBANKS CAPITAL MANAGEMENT, INC.	Dec 11, 2018	Feb 13, 2019	64	Firm change	Other
CUNA BROKERAGE SERVICES, INC.	MANSFIELD INVESTMENT MANAGEMENT	Feb 15, 2018	Mar 30, 2018	43	Firm change	Other
CETERA INVESTMENT ADVISERS LLC	CUNA BROKERAGE SERVICES, INC.	Oct 19, 2015	Oct 23, 2015	4	Firm change	Other
EAST COAST ASSET MANAGEMENT, LLC	CETERA INVESTMENT ADVISERS LLC	Nov 14, 2014	Jan 14, 2015	61	Firm change	Other
TRAN CAPITAL MANAGEMENT, L.P.	EAST COAST ASSET MANAGEMENT, LLC	Jun 14, 2013	Jun 16, 2014	367	Firm change	Other

Relationships

Registered with (7)

→ BLUEDOOR PRIVATE WEALTH, LLCRegistered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ FAIRBANKS CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 13, 2019 to Apr 15, 2026factForm ADV
→ MANSFIELD INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Mar 30, 2018 to Dec 11, 2018factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Oct 23, 2015 to Feb 15, 2018factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jan 14, 2015 to Oct 19, 2015factForm ADV
→ EAST COAST ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 16, 2014 to Nov 14, 2014factForm ADV
→ TRAN CAPITAL MANAGEMENT, L.P.Registered adviserregistration: previous registration
May 24, 2011 to Jun 14, 2013factForm ADV

Dated events

Occurred
Apr 15, 2026
Advisor changed firm
John Richard Shepherd left Fairbanks Capital Management, Inc. for Bluedoor Private Wealth, Llc (registered 2026-04-16)
Form ADVobserved 4 days ago