Best Investors Account Sign in
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

4400 Marsh Landing Blvd Ste 101/102, Ponte Vedra Beach, FL 32082 • United States

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

Disclosures

1 disclosure category 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Blue Horizon Equity, Inc. Pittsford NY 05/2026 Present
Cetera Wealth Services, Llc El Segundo CA 05/2026 Present
Itp Partners, Llc Ponte Vedra FL 04/2021 Present
Nassau Wealth Partners Callahan FL 08/2022 Present
American Portfolios Financial Services, Inc. Holbrook NY 07/2014 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 05/2026
  • 05/2026 → Present
    Pittsford, NY
  • 05/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2021 → Present
    Itp Partners, Llc
    Ponte Vedra, FL
  • 08/2022 → Present
    Nassau Wealth Partners
    Callahan, FL
  • 07/2014 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook , NY
  • 10/2024 → 05/2026
    Scottsdale, AZ
Previous Registrations
  • 2024-10-11 → 2026-05-21
    Ponte Vedra Beach, FL
    Scottsdale, AZ
  • 2014-07-29 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2002-04-30 → 2014-07-24
    Jacksonville, FL
    Jacksonville, FL
Other Businesses

(1) NAME OF OTHER BUSINESS: BLUE HORIZON EQUITY, INC. INVESTMENT RELATED: YES ADDRESS: 55 SULLYS TRAIL SUITE F PITTSFORD, NY 14534 NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: ADVISOR START DATE: 03/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 34 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. (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: 11/2018 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS 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: 04/2021 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES (4) NAME OF OTHER BUSINESS: NASSAU WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 8/2022 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: BUSINESS NAME FOR INSURANCE AND SECURITIES BUSINESS (5) NAME OF OTHER BUSINESS: ITRUST ADVISORS INVESTMENT RELATED: YES ADDRESS: 440 S WARREN ST SUITE 608 SYRACUSE, NY 13202 NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2021 POSITION/TITLE/RELATIONSHIP: SALES APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: OFFER FIXED INSURANCE (6) NAME OF THE OTHER BUSINESS: CETERA WEALTH SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: 4400 MARSH LANDING BLVD STE 101/102, PONTE VEDRA, FL 32082 NATURE OF BUSINESS: BROKER DEALER START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE HOURS PER WEEK: 40 HOURS DURING TRADING: 34 DUTIES: SECURITIES, OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-25
  • S66 Uniform Combined State Law Examination
    2002-04-25

View on SEC IAPD

More in Ponte Vedra Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor