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55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-22 |
Branch Locations
2216 E Broad St Main Floor, Richmond, VA 23223 • 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 |
|---|---|---|---|---|
| Waddell & Reed | Richmond | VA | 09/2004 | 08/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Richmond | VA | 12/2004 | 08/2017 |
| Oakland Timberland Llc | Waverly | VA | 10/2006 | Present |
| Oak Park Pecan Co., Llc | Richmond | VA | 07/2016 | Present |
| Richard T Collins | Richmond | VA | 07/2017 | 04/2026 |
| American Portfolios Advisors, Inc | Richmond | VA | 09/2017 | 10/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
| Blue Horizon Equity Inc. | Pittsford | NY | 05/2026 | Present |
| American Portfolios Financial Services, Inc | Richmond | VA | 08/2017 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 05/2026 |
1. NAME OF OTHER BUSINESS: ITP PARTNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 09/2017 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT 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: 10/25/2004 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: OAKLAND TIMBERLAND LLC INVESTMENT RELATED: NO ADDRESS: WAVERLY, VA NATURE OF BUSINESS: FAMILY LAND HOLDING LLC START DATE: 10/2006 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SHAREHOLDER IN OUR FAMILY LAND HOLDING COMPANY. RESEARCH AND DEVELOPMENT OF CONSERVATION PROJECTS ONSITE. 4. NAME OF OTHER BUSINESS: OAK PARK PECAN CO., LLC INVESTMENT RELATED: NO ADDRESS: RICHMOND, VA NATURE OF BUSINESS: PECAN FARM LLC START DATE: 07/2016 POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FARM SERVICE, MARKETING MATERIALS, PECAN GROWN, PACKAGED AND SOLD. RENTAL OF VACATION UNITS. 5. 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: 03/2026 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: SOURCE AND MAINTAIN CLIENT RELATIONSHIPS FOR WEALTH MANAGEMENT. 6. 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: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 DESCRIPTION OF DUTIES: SALES OF INVESTMENT PRODUCTS, SERVICING EXISTING CLIENT ACCOUNTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-12 |
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