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Current Employers
Blue Horizon Equity, Inc.

55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-25
  • NY RA
    APPROVED
    Since 2026-06-25

Branch Locations

55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Portfolios Financial Services, Inc. Holbrook NY 07/2014 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 05/2026
American Portfolios Advisors, Inc Holbrook NY 07/2014 10/2024
Blue Horizon Equity Inc. Ponte Vedra Beach FL 05/2026 Present
Itp Partners Llc Holbrook NY 07/2014 Present
Itrust Advisors Llc Syracuse NY 01/2020 Present
North South Strategies Holbrook NY 01/2026 Present
Cetera Wealth Services, Llc El Segundo CA 05/2026 Present
  • 07/2014 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 10/2024 → 05/2026
    Scottsdale, AZ
  • 07/2014 → 10/2024
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 05/2026 → Present
    Ponte Vedra Beach, FL
  • 07/2014 → Present
    Itp Partners Llc
    Holbrook, NY
  • 01/2020 → Present
    Itrust Advisors Llc
    Syracuse, NY
  • 01/2026 → Present
    North South Strategies
    Holbrook, NY
  • 05/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Previous Registrations
  • 2024-10-11 → 2026-05-21
    Scottsdale, AZ
    Pittsford, NY
  • 2021-07-19 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1. NAME OF OTHER BUSINESS: ITP PARTNERS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 7/2014 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL (MANAGING PARTNER) APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: RECRUITING, ORGANIZATIONAL AND OPERATIONAL FEATURES AND STRUCTURE, FINANCIAL MATTERS; 2. NAME OF OTHER BUSINESS: ITRUST ADVISORS LLC INVESTMENT RELATED: YES ADDRESS: 440 SOUTH WARREN ST, SUITE 608, SYRACUSE, NY 13202 NATURE OF BUSINESS: FIXED INSURANCE BROKERAGE START DATE: 01/2010 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL (PRESIDENT CEO) APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: OPERATIONAL OVERSIGHT; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/1971 APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 4. NAME OF OTHER BUSINESS: NORTH SOUTH STRATEGIES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: HOLDING COMPANY START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: CHAIRMAN/SECRETARY APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR OPERATIONAL EFFICIENCY. MANAGEMENT AND FINANCIAL MATTERS; 5. 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: CCO/IAR APX NUMBER OF HOURS PER WEEK: 25 APX NUMBER OF HOURS DURING TRADING HOURS: 15 BRIEF DESCRIPTION OF DUTIES: ORGANIZATIONAL MATTERS, FINANCIAL OPERATIONS, RECRUITING, AND CCO; 6. NAME OF OTHER BUSINESS: JIM AND JULI BOEHEIM FOUNDATION INVESTMENT RELATED: NO ADDRESS: SYRACUSE, NY 13066 NATURE OF BUSINESS: BOARD OR COMMITTEE POSITION START DATE: 01/2014 POSITION/TITLE/RELATIONSHIP: BAORD MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ADVISORY ROLE; 7. NAME OF OTHER BUSINESS: CETERA WEALTH SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: 440 SOUTH WARREN ST, SUITE 608, SYRACUSE, NY 13202 NATURE OF BUSINESS:BROKER DEALER START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 17 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT/STRATEGIC DEVELOPMENT & RECRUITING

Other Names
  • Bob Sansone
  • Robert L Sansone

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