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Current Employers
Blue Horizon Equity, Inc.

55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-03
  • FL RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2001 → 08/2018
    Axa Advisors, Llc
    New York, NY
  • 03/2026 → Present
    Pathway Wealth Advisors
    Orlando, FL
  • 05/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 05/2026 → Present
    Orlando, FL
  • 08/2018 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 10/2024 → 05/2026
    Scottsdale, AZ
Previous Registrations
  • 2024-10-11 → 2026-05-21
    New Smyrna Beach, FL
    Orlando, FL
    Scottsdale, AZ
    Ponte Vedra Beach, FL
  • 2018-09-24 → 2024-10-11
    American Portfolios Advisors, Inc
    Orlando, FL
    Holbrook, NY
  • 2001-08-09 → 2018-09-04
    Orlando, FL
    Orlando, FL
    Orlando, FL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-28
S63 Uniform Securities Agent State Law Examination 1999-12-14
  • S65 Uniform Investment Adviser Law Examination
    2001-08-28
  • S63 Uniform Securities Agent State Law Examination
    1999-12-14
Other Names
  • Paul Murdock Green

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