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Current Employers
Blue Horizon Equity, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-09
FL RA APPROVED 2026-06-24
  • TX RA
    APPROVED_RES
    Since 2026-07-09
  • FL RA
    APPROVED
    Since 2026-06-24

Branch Locations

4400 Marsh Landing Blvd Suite 101, Ponte Vedra Beach, FL 32082 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 09/1999 10/2023
American Portfolios Financial Services Inc. Holbrook NY 10/2023 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 06/2026
American Portfolios Advisors, Inc Holbrook NY 10/2023 10/2024
Janice M Cobb, Llc Jacksonville FL 12/2024 Present
Cetera Wealth Services, Llc Ponte Vedra FL 06/2026 Present
Blue Horizon Equity Inc. Pittsford NY 06/2026 Present
  • 09/1999 → 10/2023
    New York, NY
  • 10/2023 → 10/2024
    American Portfolios Financial Services Inc.
    Holbrook, NY
  • 10/2024 → 06/2026
    Scottsdale, AZ
  • 10/2023 → 10/2024
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 12/2024 → Present
    Janice M Cobb, Llc
    Jacksonville, FL
  • 06/2026 → Present
    Cetera Wealth Services, Llc
    Ponte Vedra, FL
  • 06/2026 → Present
    Pittsford, NY
Previous Registrations
  • 2024-10-11 → 2026-06-25
    Jacksonville Beach, FL
    Scottsdale, AZ
    Ponte Vedra Beach, FL
  • 2023-10-10 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 1997-08-15 → 2023-10-25
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville Beach, 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: ADVISOR START DATE: 03/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 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: 7/1997 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 1 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: 10/2023 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: JANICE M COBB, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ENTITY CREATED FOR TAX PURPOSES START DATE: 12/2024 POSITION/TITLE/RELATIONSHIP: PRESIDENT / OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OWNER OF ENTITY CREATED FOR TAX PURPOSES 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: 10/2023 POSITION/TITLE/RELATIONSHIP: SALES APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OFFER FIXED INSURANCE 6. NAME OF OTHER BUSINESS: THE DONNA FOUNDATION INVESTMENT RELATED: NO ADDRESS: 1015 ATLANTIC AVE #58 ATLANTIC BEACH, FL 32233 NATURE OF BUSINESS: CHARITY START DATE: 03/2020 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: WORK WITH DEVELOPMENT COMMITTEE TO HELP DETERMINE THE BSET WAY TO SUSTAIN THE NON-PROFIT 7. NAME OF THE OTHER BUSINESS: CETERA WEALTH SERVICES, LLC; INVESTMENT RELATED: 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-30
S63 Uniform Securities Agent State Law Examination 1997-08-11
  • S65 Uniform Investment Adviser Law Examination
    1999-04-30
  • S63 Uniform Securities Agent State Law Examination
    1997-08-11

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