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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 2026-05-28
  • FL RA
    APPROVED
    Since 2026-05-28

Branch Locations

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

4400 Marsh Landing Blvd Suite 102, Ponte Vedra Beach, FL 32082 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Ponte Vedra Beach FL 03/2009 05/2017
Blue Horizon Equity Inc. Pittsford NY 05/2026 Present
Itp Partners, Llc Ponte Vedra Beach FL 05/2017 Present
Cetera Wealth Services, Llc El Segundo CA 05/2026 Present
American Portfolios Financial Services, Inc. Jacksonville FL 05/2017 10/2024
American Portfolios Advisors, Inc. Jacksonville FL 05/2017 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 05/2026
  • 03/2009 → 05/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Ponte Vedra Beach, FL
  • 05/2026 → Present
    Pittsford, NY
  • 05/2017 → Present
    Itp Partners, Llc
    Ponte Vedra Beach, FL
  • 05/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 05/2017 → 10/2024
    American Portfolios Financial Services, Inc.
    Jacksonville, FL
  • 05/2017 → 10/2024
    American Portfolios Advisors, Inc.
    Jacksonville, FL
  • 10/2024 → 05/2026
    Scottsdale, AZ
Previous Registrations
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 POSITION/TITLE/RELATIONSHIP: ADVISOR START DATE: 05/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: ITP PARTNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2017 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3.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 POSITON/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 4 DESCRIPTION OF DUTIES: Wealth Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-02
  • S66 Uniform Combined State Law Examination
    2003-07-02

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