Thomas Robert Beam

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

• 07/2015 → 10/2024
  American Portfolios Advisors, Inc
  Holbrook, NY
• 05/2026 → Present
  Blue Horizon Equity Inc.
  Ponte Vedra Beach, FL
• 05/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2015 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → 05/2026
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2024-10-11 → 2026-05-21
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Pittsford, NY
• 2015-07-01 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2005-06-08 → 2015-04-28
  Wall Street Financial Group, Inc.
  Rochester, NY
  Rochester, NY
  Rochester, NY

Other Businesses

1. NAME OF OTHER BUSINESS: ITP PARTNERS, LLC INVESTMENT RELATED: No ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: Office Premises Management & Branding START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 7 BRIEF DESCRIPTION OF DUTIES: Provides administrative support for a shared office location used by multiple financial services professionals 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: 08/1993 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: 05/2026 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: CLIENT INTERACTION/SERVICE OF INVESTMENT ACCOUNTS TO MEET FINANCIAL AND INVESTMENT OBJECTIVES; 4. NAME OF OTHER BUSINESS: ITRUST ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE PRODUCT SALES START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: INSURANCE PRODUCT SALES; 5. 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: 30 APX NUMBER OF HOURS DURING TRADING HOURS:6 BRIEF DESCRIPTION OF DUTIES: Proved financial services on a Broker Dealer platform for retail clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-05
• S63 Uniform Securities Agent State Law Examination
  1993-10-12