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55 Sully'S Trail Suite F, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-09 |
| FL | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-11 |
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