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55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-25 |
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 | 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 |
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
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