Russell R Wingate

Current Employers

Employment History

• 10/2024 → 06/2026
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 06/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2026 → Present
  Blue Horizon Equity, Inc.
  Ponte Vedra Beach, FL
• 03/2023 → Present
  Itp Partners, Llc
  Ponte Vedra Beach, FL
• 03/2023 → Present
  Wingate Group Wealth Management
  Ponte Vedra Beach, FL
• 03/2023 → 10/2024
  American Portfolios Advisors, Inc
  Ponte Vedra Beach, FL
• 03/2023 → 10/2024
  American Portfolios Financial Services, Inc.
  Ponte Vedra Beach, FL
• 04/1997 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL

Previous Registrations

• 2024-10-11 → 2026-07-01
  Osaic Wealth, Inc.
  Jacksonville Beach, FL
  Scottsdale, AZ
  Ponte Vedra Beach, FL
• 2023-03-13 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
  Ponte Vedra Beach, FL
• 1997-06-19 → 2023-03-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL
  Ponte Vedra Beach, 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: INVESTMENT ADVISER REPRESENTATIVE START DATE: 03/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 7 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: 6/1997 APX NUMBER OF HOURS PER WEEK: 8 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: 03/2023 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: WINGATE GROUP WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 3/2023 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 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: 03/2023 POSITION/TITLE/RELATIONSHIP: SALES APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: OFFER FIXED INSURANCE; 6. NAME OF OTHER BUSINESS: BEACHES EDUCATIONAL FOUNDATION INVESTMENT RELATED: NO ADDRESS: 75 TALLWOOD RD JACKSONVILLE BEACH, FL 32250 NATURE OF BUSINESS: NON-PROFIT START DATE: 08/2006 POSITION/TITLE/RELATIONSHIP: DIRECTOR APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: EVALUATE STUDENTS FOR SCHOLARSHIP OPPORTUNITIES; 7.CETERA WEALTH SERVICES, LLC INVESTMENT RELATED: Yes ADDRESS: 4400 Marsh Landing Blvd, Suite 101 Ponte Vedra Beach, FL 32082 NATURE: Broker Dealer START DATE: 06/23/2026 POSITION: Wealth Management Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: Wealth Management

Exams

• S66 Uniform Combined State Law Examination
  2010-01-04
• S63 Uniform Securities Agent State Law Examination
  1997-06-27

Other Names

• Russell R Wingate
• Russell Reid Wingate
• R. Reid Wingate