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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLUE HORIZON EQUITY, INC.

CRD 341095

PITTSFORD, NY

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Search this name across graphsid dfx:ria:e386ecf3-856c-9884-ab0c-2fcf3a8d1945

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 6
On other graphs: 0
Observed: May 5, 2026 to Sep 15, 2026
4 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=45.0
Regulatory AUM: $746MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $746M
Private client RAUM: $737MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 21
RAUM per advisor: $35.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 45
Advisory employees: 45
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 2,002
Individual clients: 1,422
High net worth clients: 56
SEC number: 801-136098
CRD: 341095
Filings on the tape: 4
First filed: May 5, 2026
Latest filed: Sep 15, 2026
Organised: Corporation, DE
Website: itppartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
ROBERT JOSEPH ST. GEORGE	n/a	PITTSFORD, NY	33	3	yes
RICHARD THOMAS COLLINS	n/a	Richmond, VA \| PITTSFORD, NY	22	3	yes
THOMAS ROBERT BEAM	n/a	PITTSFORD, NY	32	3	yes
KEVIN HAROLD DEMPSEY	n/a	PITTSFORD, NY	34	2	yes
JEFFREY COHEN HARTMAN	n/a	PITTSFORD, NY \| PONTE VEDRA BEACH, FL	28	4	yes
STUART IMPEY	n/a	Ponte Vedra Beach, FL \| PITTSFORD, NY	23	5	yes
DANIEL JOSEPH ABEL	n/a	PITTSFORD, NY \| Ponte Vedra Beach, FL	23	6	yes
GRANVILLE JOSEPH KNOWLES	n/a	Tallahassee, FL \| PITTSFORD, NY	23	3	yes
Reagan David Wright	n/a	Ponte Vedra, FL \| PITTSFORD, NY	12	2	yes
PAUL MURDOCK GREEN	n/a	Orlando, FL \| PITTSFORD, NY	26	3	yes
BRIAN DAVID WRIGHT	n/a	PITTSFORD, NY \| Ponte Vedra Beach, FL	24	3	yes
Thomas K Queri	Chartered Financial Consultant	PITTSFORD, NY \| Fairport, NY	31	5	yes
JANICE MARGUERITE COBB	n/a	PITTSFORD, NY \| Ponte Vedra Beach, FL	29	3	yes
RUSSELL R WINGATE	n/a	Ponte Vedra Beach, FL \| PITTSFORD, NY	29	3	yes
CHRISTOPHER MICHAEL BRYAN	n/a	PITTSFORD, NY \| Ponte Vedra Beach, FL	30	3	yes
ROBERT LOUIS SANSONE	n/a	PITTSFORD, NY	12	2	yes
SCOT ARTHUR REGNER	n/a	PONTE VEDRA, FL \| PITTSFORD, NY	45	3	yes
TRICIA LILLER	n/a	PITTSFORD, NY \| Ponte Verda, FL	25	5	yes
ERNEST FULTON CAVE	Certified Financial Planner	Sarasota, FL \| PITTSFORD, NY	20	4	yes
Olivia Katherine Queri	n/a	PITTSFORD, NY	10	n/a	yes

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
19	0	19	0.0%	7	0	0	19	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OSAIC WEALTH, INC.	3	Jun 25, 2026	Jun 24, 2026	PONTE VEDRA BEACH, FL	Team lift out	Ibd to new firm	0.0%
OSAIC WEALTH, INC.	3	Jun 24, 2026	Jul 1, 2026	SCOTTSDALE, AZ	Team lift out	Ibd to new firm	0.0%
OSAIC WEALTH, INC.	5	May 21, 2026	Jun 3, 2026	SCOTTSDALE, AZ	Team lift out	Ibd to new firm	0.1%
OSAIC WEALTH, INC.	5	May 21, 2026	Jun 3, 2026	PONTE VEDRA BEACH, FL	Team lift out	Ibd to new firm	0.1%
OSAIC WEALTH, INC.	2	May 21, 2026	Jun 25, 2026	PITTSFORD, NY	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (21)

← Olivia Katherine QueriAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← TRICIA LILLERAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← ERNEST FULTON CAVEAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← SCOT ARTHUR REGNERAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← ROBERT LOUIS SANSONEAdvisorregistration: current employment
Jun 25, 2026 to presentfactForm ADV
← JANICE MARGUERITE COBBAdvisorregistration: current employment
Jun 24, 2026 to presentfactForm ADV
← RUSSELL R WINGATEAdvisorregistration: current employment
Jun 24, 2026 to presentfactForm ADV
← CHRISTOPHER MICHAEL BRYANAdvisorregistration: current employment
Jun 24, 2026 to presentfactForm ADV
← Thomas K QueriAdvisorregistration: current employment
Jun 18, 2026 to presentfactForm ADV
← PAUL MURDOCK GREENAdvisorregistration: current employment
Jun 3, 2026 to presentfactForm ADV
← BRIAN DAVID WRIGHTAdvisorregistration: current employment
Jun 3, 2026 to presentfactForm ADV
← GRANVILLE JOSEPH KNOWLESAdvisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← Reagan David WrightAdvisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← KEVIN HAROLD DEMPSEYAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← JEFFREY COHEN HARTMANAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← STUART IMPEYAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← DANIEL JOSEPH ABELAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← THOMAS ROBERT BEAMAdvisorregistration: current employment
May 26, 2026 to presentfactForm ADV
← ROBERT JOSEPH ST. GEORGEAdvisorregistration: current employment
May 22, 2026 to presentfactForm ADV
← DANIEL STEPHEN DIPAOLAAdvisorregistration: current employment
May 22, 2026 to presentfactForm ADV
← RICHARD THOMAS COLLINSAdvisorregistration: current employment
May 22, 2026 to presentfactForm ADV

Moved with (1)

← OSAIC WEALTH, INC.Registered adviser4 advisors, team lift out
Jun 24, 2026 to Jul 1, 2026factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 25, 2026
Team lift-out
3 advisors left Osaic Wealth, Inc. (Ponte Vedra Beach, FL) for Blue Horizon Equity, Inc. within 6 days
Form ADVobserved 2 days ago
3 advisors
Occurred
Jun 24, 2026
Team lift-out
3 advisors left Osaic Wealth, Inc. (Scottsdale, AZ) for Blue Horizon Equity, Inc. within 7 days
Form ADVobserved 2 days ago
3 advisors
Occurred
May 21, 2026
Team lift-out
3 advisors left Osaic Wealth, Inc. (Pittsford, NY) for Blue Horizon Equity, Inc. on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
May 21, 2026
Team lift-out
6 advisors left Osaic Wealth, Inc. (Ponte Vedra Beach, FL) for Blue Horizon Equity, Inc. a day apart
Form ADVobserved 3 days ago
6 advisors
Occurred
May 21, 2026
Team lift-out
3 advisors left Osaic Wealth, Inc. (Scottsdale, AZ) for Blue Horizon Equity, Inc. on the same day
Form ADVobserved 3 days ago
3 advisors

Show 1 bookkeeping events

Occurred
Jun 1, 2026
Blue Horizon Equity, Inc. reported 7 offices beyond its principal office, down from 22 (2026-05-05 to 2026-06-01)