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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)31 years in industry

Thomas K Queri

Advisor at BLUE HORIZON EQUITY, INC.

PITTSFORD, NY | Fairport, NY

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Search this name across graphsid dfx:ria:ef255c4b-9c6f-0cd7-95c7-28c94a5087fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 13, 2010 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 18, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: May 18, 1995
First registration: Oct 13, 2010
Dual registered: yes, broker-dealer
Other names: TOM K QUERI|TOM QUERI|TOM KELLY QUERI
IAPD individual key: 2592769

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	Jun 18, 2026	n/a	yes	PITTSFORD, NY\|Fairport, NY	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Feb 5, 2021	Jun 24, 2026	no	Rochester, NY\|Naples, NY	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jan 10, 2018	Feb 8, 2021	no	Rochester, NY	Previous registration
NOVEM GROUP	Independent wealth	Mar 9, 2015	Apr 27, 2017	no	ROCHESTER, NY	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Oct 9, 2014	May 15, 2017	no	HOLBROOK, NY	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 13, 2010	Oct 6, 2014	no	ROCHESTER, NY	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	BLUE HORIZON EQUITY, INC.	Jun 24, 2026	Jun 18, 2026	-6	Firm change	Ibd to new firm
MML INVESTORS SERVICES, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 8, 2021	Feb 5, 2021	-3	Firm change	Ibd to ibd
AMERICAN PORTFOLIOS ADVISORS, INC	NOVEM GROUP	May 15, 2017	Mar 9, 2015	-798	Firm change after gap	Other
NOVEM GROUP	MML INVESTORS SERVICES, LLC	Apr 27, 2017	Jan 10, 2018	258	Firm change	Other
EQUITABLE ADVISORS, LLC	AMERICAN PORTFOLIOS ADVISORS, INC	Oct 6, 2014	Oct 9, 2014	3	Firm change	Other

Relationships

Registered with (6)

→ BLUE HORIZON EQUITY, INC.Registered adviserregistration: current employment
Jun 18, 2026 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 5, 2021 to Jun 24, 2026factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jan 10, 2018 to Feb 8, 2021factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Oct 9, 2014 to May 15, 2017factForm ADV
→ NOVEM GROUPRegistered adviserregistration: previous registration
Mar 9, 2015 to Apr 27, 2017factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 13, 2010 to Oct 6, 2014factForm ADV

Dated events

Occurred
Jun 24, 2026
Advisor changed firm
Thomas K Queri left Cambridge Investment Research Advisors, Inc. for Blue Horizon Equity, Inc. (registered 2026-06-18)
Form ADVobserved 4 days ago