Thomas K Queri

Current Employers

Employment History

• 10/2014 → 05/2017
  Apfs Wealth Management, Inc.
  Rochester, NY
• 10/2014 → 05/2017
  American Portfolios
  Rochester, NY
• 04/2017 → 02/2021
  Mml Investors Services, Llc
  Rochester, NY
• 04/2017 → 02/2021
  Massachusetts Mutual Life Insurance Company
  Rochester, NY
• 02/2021 → 06/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2021 → 06/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2026 → Present
  Blue Horizon Equity, Inc
  Fairport, NY
• 06/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Omne Planning & Wealth Llc
  Fairport, NY

Previous Registrations

• 2021-02-05 → 2026-06-24
  Cambridge Investment Research Advisors, Inc.
  Rochester, NY
  Naples, NY
• 2018-01-10 → 2021-02-08
  Mml Investors Services, Llc
  Rochester, NY
• 2014-10-09 → 2017-05-15
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2015-03-09 → 2017-04-27
  Novem Group
  Rochester, NY
• 2010-10-13 → 2014-10-06
  Equitable Advisors, Llc
  Rochester, NY

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/1995; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: OMNE PLANNING & WEALTH LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES, INSURANCE AGENCY, WEALTH MANAGEMENT; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: PRESIDENT AND PRIVATE WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 45; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, ADVISORY AND INSURANCE SERVICES; 3. NAME OF OTHER BUSINESS: ITRUST ADVISORS LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: WRITE FIXED ONLY BUSINESS; 4. NAME OF OTHER BUSINESS: MAKE-A-WISH INVESTMENT RELATED: NO; ADDRESS: 10 OFFICE PARK WAY, PITTSFORD, NY 14534; NATURE OF BUSINESS: NON-PROFIT / FOUNDATION; START DATE: 09/1997; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: GRANT WISHES FOR SICK CHILDREN; I RAISE MONEY FOR THE ORGANIZATION FOR VARIOUS EVENTS THEY HAVE (GALA, RADIOTHON, ETC.); 5. NAME OF OTHER BUSINESS: BLUE HORIZON EQUITY, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISER; START DATE: 05/2026; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FEE-BASED ACTIVITY (PLANNING AND ASSET MANAGEMENT);

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-01
• S63 Uniform Securities Agent State Law Examination
  1995-05-18

Designations

Other Names

• Tom K Queri
• Tom Queri
• Tom Kelly Queri