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Advisor at BLUE HORIZON EQUITY, INC.
Tallahassee, FL | PITTSFORD, NY
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 | May 29, 2026 | n/a | yes | Tallahassee, FL|PITTSFORD, NY | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Oct 11, 2024 | May 21, 2026 | no | Tallahassee, FL|SCOTTSDALE, AZ|Ponte Vedra Beach, FL | Previous registration |
| AMERICAN PORTFOLIOS ADVISORS, INC | Former SEC adviser | Nov 6, 2015 | Oct 11, 2024 | no | Tallahassee, FL|HOLBROOK, NY | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Apr 3, 2014 | Oct 30, 2015 | no | TALLAHASSEE, FL|MAITLAND, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | BLUE HORIZON EQUITY, INC. | May 21, 2026 | May 29, 2026 | 8 | 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 |
| INVEST FINANCIAL CORPORATION | AMERICAN PORTFOLIOS ADVISORS, INC | Oct 30, 2015 | Nov 6, 2015 | 7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:341095:AZ:2026-05-21 | May 21, 2026 | May 29, 2026 | SCOTTSDALE, AZ | Firm change |