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.

Current firm

BLUE HORIZON EQUITY, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jun 27, 1997

First registration

Jun 19, 1997

Dual registered

yes, broker-dealer

Other names

RUSSELL R WINGATE|RUSSELL REID WINGATE|R. REID WINGATE

IAPD individual key

2894985

• Occurred

  Jul 1, 2026
  Advisor changed firm

  Russell R Wingate left Osaic Wealth, Inc. for Blue Horizon Equity, Inc. (registered 2026-06-24)

  Form ADVobserved 4 days ago
• Occurred

  Mar 13, 2023
  Advisor changed firm

  Russell R Wingate left Merrill Lynch, Pierce, Fenner & Smith Incorporated for American Portfolios Advisors, Inc (registered 2023-03-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:945fbc52-fe22-e923-7df9-fd446fcb1acc

First observed

Jun 19, 1997

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.