Robert Louis Sansone

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

• 07/2014 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → 05/2026
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 07/2014 → 10/2024
  American Portfolios Advisors, Inc
  Holbrook, NY
• 05/2026 → Present
  Blue Horizon Equity Inc.
  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
  Osaic Wealth, Inc.
  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