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55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-22 |
Branch Locations
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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 02/2012 | 10/2024 |
| American Portfolios Advisors, Inc | Holbrook | NY | 02/2012 | 10/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
| Blue Horizon Equity, Inc | Pittsford | NY | 05/2026 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 05/2026 |
1. NAME OF OTHER BUSINESS: ITPPARTNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 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: 07/1992 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: BLUE HORIZON EQUITY,INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: RIA START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISER REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT ADVISOR; 4. 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: 2 DESCRIPTION OF DUTIES: WEALTH MANAGEMENT AND FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-07 |
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