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55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-01 |
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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Jacksonville | FL | 01/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Jacksonville | FL | 07/2016 | 11/2019 |
| Mml Investors Services, Llc | Jacksonville | FL | 03/2017 | 11/2019 |
| American Portfolios Financial Services, Inc. | Jacksonville | FL | 11/2019 | 10/2024 |
| American Portfolios Advisors, Inc. | Jacksonville | FL | 11/2019 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 06/2026 |
| Itp Partners, Llc | Ponte Verde Beach | FL | 09/2019 | Present |
| Cave Wealth Management, Llc | Ponte Verde Beach | FL | 01/2020 | Present |
| Blue Horizon Equity, Inc. | Pittsford | NY | 03/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2026 | Present |
1. NAME OF OTHER BUSINESS: BLUE HORIZON EQUITY, INC. INVESTMENT RELATED: YES ADDRESS: 55 SULLYS TRAIL SUITE F PITTSFORD, NY 14534 NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: ADVISOR START DATE: 03/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 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: 06/2005 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: ITP PARTNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2019 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: CAVE WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2020 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 32 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES, ADVISORY, INSURANCE SERVICES AND FINANCIAL PLANNING. 5. NAME OF OTHER BUSINESS: ITRUST ADVISORS INVESTMENT RELATED: YES ADDRESS: 440 S WARREN ST SUITE 608 SYRACUSE, NY 13202 NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2019 POSITION/TITLE/RELATIONSHIP: SALES APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: OFFER FIXED INSURANCE 6. NAME OF OTHER BUSINESS: SARASOTA MEMORIAL HEALTHCARE FOUNDATION INVESTMENT RELATED: NO ADDRESS: 1515 S OSPREY AVE #4 SARASOTA, FL 34239 NATURE OF BUSINESS: NON-PROFIT START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: HELP PLAN AND ORGANIZE FUNDRAISING EVENTS. 7. CETERA WEALTH SERVICES, LLC; INVESTMENTRELATED: YES; ADDRESS: 4400 MARSH LANDING BLVD STE 101, PONTE VEDRA, FL 32082; NATURE OF BUSINESS: BROKER DEALER; START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP:REGISTERED REPRESENTATIVE; HOURS PER WEEK: 20; HOURS DURING TRADING: 20; DUTIES: WEALTH MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-27 |
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