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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

DANIEL JOSEPH ABEL

Advisor at BLUE HORIZON EQUITY, INC.

PITTSFORD, NY | Ponte Vedra Beach, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 4, 2003 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: May 29, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 29, 2003
First registration: Jun 4, 2003
Dual registered: yes, broker-dealer
Other names: DANIEL J. ABEL|DANIEL JOSEPH ABEL|Daniel J Abel
IAPD individual key: 4652073

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	Ponte Vedra Beach, FL\|PITTSFORD, NY	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Oct 11, 2024	May 21, 2026	no	SCOTTSDALE, AZ\|Ponte Vedra Beach, FL	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Jan 18, 2018	Oct 11, 2024	no	HOLBROOK, NY	Previous registration
MORGAN STANLEY	Wirehouse	Mar 10, 2014	Jan 17, 2018	no	Ponte Vedra Beach, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Mar 10, 2014	no	TALLAHASSEE, FL\|TALLAHASSEE, FL\|TALLAHASSEE, FL\|TALLAHASSEE, FL\|TALLAHASSEE, FL\|JACKSONVILLE, FL\|PONTE VEDRA BEACH, FL	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jul 25, 2006	Oct 23, 2009	no	TALLAHASSEE, FL\|TALLAHASSEE, FL\|TALLAHASSEE, FL\|TALLAHASSEE, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Jun 4, 2003	Jul 13, 2006	no	TALLAHASSEE, FL\|TALLAHASSEE, 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 21, 2026	May 28, 2026	7	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
MORGAN STANLEY	AMERICAN PORTFOLIOS ADVISORS, INC	Jan 17, 2018	Jan 18, 2018	1	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Mar 10, 2014	Mar 10, 2014	0	Firm change	Wirehouse to wirehouse
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Jul 13, 2006	Jul 25, 2006	12	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 21, 2026	May 28, 2026	PONTE VEDRA BEACH, FL	Firm change

Relationships

Registered with (7)

→ 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 21, 2026factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Jan 18, 2018 to Oct 11, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 10, 2014 to Jan 17, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Mar 10, 2014factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 25, 2006 to Oct 23, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jun 4, 2003 to Jul 13, 2006factForm ADV

Dated events

Occurred
May 21, 2026
Advisor changed firm
Daniel Joseph Abel left Osaic Wealth, Inc. for Blue Horizon Equity, Inc. (registered 2026-05-28)
Form ADVobserved 6 days ago