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55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-03 |
Branch Locations
55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States
5401 S. Kirkman Rd Suite 310, Orlando, FL 32819 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2001 | 08/2018 |
| Pathway Wealth Advisors | Orlando | FL | 03/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
| Blue Horizon Equity, Inc | Orlando | FL | 05/2026 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2018 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 05/2026 |
1. NAME OF OTHER BUSINESS: BLUE HORIZON EQUITY INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY BUSINESS. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2001 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: ITP PARTNERS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: ITRUST ADVISORS LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2013 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FIXED INSURANCE SALES 5. NAME OF OTHER BUSINESS: PATHWAY WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND INVESTMENT ADVICE. 6. NAME OF OTHER BUSINESS: GO FULL STEAM INVESTMENT RELATED: NO ADDRESS: ORLANDO, FL NATURE OF BUSINESS: BOARD POSITION START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ADVISE AND WORK WITH BOARD MEMBERS TO GROW AND DEVELOP THE ORGANIZATION AND STUDENTS WE SERVE 7. NAME OF OTHER BUSINESS: CETERA WEALTH SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BROKER DEALER START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR PROVIDING INVESTMENT-RELATED RECOMMENDATIONS, SERVICING CLIENT ACCOUNTS, FINANCIAL PLANNING DISCUSSIONS, RETIREMENT PLANNING GUIDANCE, AND THE SOLICITATION AND EXECUTION OF SECURITIES TRANSACTIONS. MAINTAINS ONGOING CLIENT RELATIONSHIPS, CONDUCTS SUITABILITY REVIEWS, AND ADHERES TO ALL APPLICABLE FINRA AND FIRM COMPLIANCE REQUIREMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-14 |
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