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Advisor at BLUE HORIZON EQUITY, INC.
PITTSFORD, NY | Ponte Vedra Beach, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BLUE HORIZON EQUITY, INC. | Independent wealth | Jun 24, 2026 | n/a | yes | Ponte Vedra Beach, FL|PITTSFORD, NY | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Oct 11, 2024 | Jun 25, 2026 | no | Neptune Beach, FL|SCOTTSDALE, AZ|Ponte Vedra Beach, FL | Previous registration |
| AMERICAN PORTFOLIOS ADVISORS, INC | Former SEC adviser | Aug 29, 2017 | Oct 11, 2024 | no | Jacksonville, FL|HOLBROOK, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 31, 2000 | Aug 28, 2017 | no | PONTE VEDRA BEACH, FL|PONTE VEDRA BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | BLUE HORIZON EQUITY, INC. | Jun 25, 2026 | Jun 24, 2026 | -1 | Firm change | Ibd to new firm |
| AMERICAN PORTFOLIOS ADVISORS, INC | OSAIC WEALTH, INC. | Oct 11, 2024 | Oct 11, 2024 | 0 | Bulk transfer | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | AMERICAN PORTFOLIOS ADVISORS, INC | Aug 28, 2017 | Aug 29, 2017 | 1 | Firm change | Other |