Scot Arthur Regner

Current Employers

Employment History

• 10/1980 → 02/2024
  Equitable Advisors, Llc
  New York, NY
• 02/2024 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → 06/2026
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 02/2024 → Present
  Itp Partners, Llc
  Ponte Vedra Beach, FL
• 03/2026 → Present
  Blue Horizon Equity, Inc
  Pittsford, NY
• 06/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → 10/2024
  American Portfolios Advisors, Inc
  Holbrook, NY

Previous Registrations

• 2024-10-11 → 2026-06-25
  Osaic Wealth, Inc.
  Ponte Vedra Beach, FL
  Ponte Vedra Beach, FL
  Jacksonville Beach, FL
  Ponte Vedra Beach, FL
  Scottsdale, AZ
• 2024-02-19 → 2024-10-11
  American Portfolios Advisors, Inc
  Jacksonville Beach, FL
  Holbrook, NY
• 1985-05-19 → 2024-02-27
  Equitable Advisors, Llc
  Jacksonville, FL
  Jacksonville Beach, FL
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

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: SENIOR WEALTH MANAGER START DATE: 03/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 20 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: 03/1980 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: 02/2024 POSITION/TITLE/RELATIONSHIP: SENIOR WEALTH MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. 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: 02/2024 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

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-06-23
• S65 Uniform Investment Adviser Law Examination
  1996-05-14

Other Names

• Scot A Regner