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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

JEFFREY COHEN HARTMAN

Advisor at BLUE HORIZON EQUITY, INC.

PITTSFORD, NY | PONTE VEDRA BEACH, FL

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Search this name across graphsid dfx:ria:9fed8809-74fc-7398-e2d2-f4bc4c5b7a02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 13, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Feb 18, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 18, 1998
First registration: Apr 13, 2000
Dual registered: yes, broker-dealer
Other names: JEFF HARTMAN|JEFFREY COHEN HARTMAN
IAPD individual key: 2979071

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLUE HORIZON EQUITY, INC.	Independent wealth	May 28, 2026	n/a	yes	PITTSFORD, NY\|PONTE VEDRA BEACH, FL	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Oct 11, 2024	May 22, 2026	no	SCOTTSDALE, AZ\|Pittsford, NY\|Ponte Vedra Beach, FL	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Feb 24, 2014	Oct 11, 2024	no	JACKSONVILLE, FL\|HOLBROOK, NY\|JACKSONVILLE, FL	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Jan 2, 2013	Feb 7, 2014	no	INDIANAPOLIS, IN\|ATLANTA, GA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Apr 13, 2000	Nov 16, 2012	no	ATLANTA, GA\|COLUMBIA, SC\|JACKSONVILLE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	BLUE HORIZON EQUITY, INC.	May 22, 2026	May 28, 2026	6	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
ONEAMERICA SECURITIES, INC.	AMERICAN PORTFOLIOS ADVISORS, INC	Feb 7, 2014	Feb 24, 2014	17	Firm change	Other
EQUITABLE ADVISORS, LLC	ONEAMERICA SECURITIES, INC.	Nov 16, 2012	Jan 2, 2013	47	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
23131:341095:FL:2026-05-21	May 22, 2026	May 28, 2026	PONTE VEDRA BEACH, FL	Firm change

Relationships

Registered with (5)

→ BLUE HORIZON EQUITY, INC.Registered adviserregistration: current employment
May 28, 2026 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Oct 11, 2024 to May 22, 2026factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Feb 24, 2014 to Oct 11, 2024factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Jan 2, 2013 to Feb 7, 2014factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 13, 2000 to Nov 16, 2012factForm ADV

Dated events

Occurred
May 22, 2026
Advisor changed firm
Jeffrey Cohen Hartman left Osaic Wealth, Inc. for Blue Horizon Equity, Inc. (registered 2026-05-28)
Form ADVobserved 3 days ago