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55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-28 |
Branch Locations
4400 Marsh Landing Blvd Suite 101, Ponte Vedra Beach, FL 32082 • United States
55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Itrust Advisors, Llc | Ponte Vedra Beach | FL | 01/2018 | Present |
| Morgan Stanley | Ponte Vedra Beach | FL | 03/2014 | 01/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2018 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2018 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 05/2026 |
| Blue Horizon Equity, Inc. | Ponte Vedra Beach | FL | 05/2026 | Present |
| Abel Wealth Management , Llc | Ponte Vedra Beach | FL | 01/2018 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
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: WEALTH ADVISOR/IAR START DATE: 05/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 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: 01/2018 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: ABEL WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: dba for FINANCIAL & INSURANCE SERVICES START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: PRESIDENT / CEO APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFER FINANCIAL & INSURANCE SERVICES for Blue Horizon, Cetera & ITRUST ADVISORS, LLC 4. NAME OF OTHER BUSINESS: ITP PARTNERS, LLC INVESTMENT RELATED: No ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: Office Premises Management & Branding START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: Wealth Management Associate APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: Provides administrative support for a shared office location used by multiple financial services professionals 5. NAME OF OTHER BUSINESS: ITRUST ADVISORS, LLC INVESTMENT RELATED:YES ADDRESS: 440 S WARREN ST SUITE 608 SYRACUSE, NY 13202 NATURE OF BUSINESS: INSURANCE SERVICES START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: OFFER INSURANCE SERVICES 6. NAME OF OTHER BUSINESS: ST. AUGUSTINE SAILING ENTERPRISES, INC. INVESTMENT RELATED: NO ADDRESS: 3076 HARBOR DR ST. AUGUSTINE, FL 32084 NATURE OF BUSINESS: CHARTER SAILBOAT START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: CHARTER CAPTAIN APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CHARTER SAILBOAT CAPTAIN 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: Brokerage Financial Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-29 |
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