Tricia Liller

Employer firm

Blue Horizon Equity, Inc. CRD 341095

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 03/2023
  Merrill Lynch. Pierce, Fenner & Smith Incorporated
  Ponte Vedra Beach, FL
• 02/2023 → 10/2024
  American Portfolios Financial Services Inc
  Holbrook, NY
• 10/2024 → 06/2026
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 06/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → 10/2024
  American Portfolios Advisors, Inc
  Holbrook, NY
• 02/2023 → Present
  Itp Partners Llc
  Ponte Vedra Beach, FL
• 03/2026 → Present
  Blue Horizon Equity, Inc.
  Ponte Vedra Beach, FL

Previous Registrations

• 2024-10-11 → 2026-07-01
  Osaic Wealth, Inc.
  Jacksonville Beach, FL
  Ponte Vedra Beach, FL
  Scottsdale, AZ
• 2023-10-10 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
  Ponte Vedra Beach, FL
• 2010-04-28 → 2023-03-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Ponte Vedra Beach, FL
• 2008-12-03 → 2010-04-22
  Ubs Financial Services Inc.
  Ponte Vedra Beach, FL
• 2007-06-22 → 2008-11-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Ponte Vedra Beach, FL

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: INVESTMENT ADVISER REPRESENTATIVE START DATE: 03/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES TO FINANCIAL ADVISORS 2. NAME OF OTHER BUSINESS: ITP PARTNERS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2023 POSITION/TITLE/RELATIONSHIP: REGISTERED PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE DUTIES TO FINANCIAL ADVISORS 3. NAME OF OTHER BUSINESS: CETERA WEALTH SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: OFFER SERVICES TO MY CLIENTS IN MY CAPACITY OF WEALTH MANAGEMENT

Exams

• S66 Uniform Combined State Law Examination
  2007-06-19
• S63 Uniform Securities Agent State Law Examination
  2000-12-28

Other Names

• Tricia Kirkland
• Tricia Kirkland
• Tricia Kirkland