Financial advisor
Bob Sansone
Now at Blue Horizon Equity · ITP Partners · Pittsford, NY · Ponte Vedra Beach, FL
Registered as ROBERT LOUIS SANSONE
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| ITP Partners | Osaic | Blue Horizon Equity | Lateral | August 4, 2026 | $3.5B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| BLUE HORIZON EQUITY, INC. | Investment adviser | June 25, 2026 | Current |
| CETERA WEALTH SERVICES, LLC | Broker-dealer | May 15, 2026 | Current |
| OSAIC WEALTH, INC. | Investment adviser | October 11, 2024 | May 21, 2026 |
| OSAIC WEALTH, INC. | Broker-dealer | October 11, 2024 | May 21, 2026 |
| AMERICAN PORTFOLIOS ADVISORS, INC | Investment adviser | July 19, 2021 | October 11, 2024 |
| AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. | Broker-dealer | July 25, 2014 | October 11, 2024 |
| AXA ADVISORS, LLC | Broker-dealer | June 1, 2005 | July 29, 2014 |
| THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK | Broker-dealer | January 2, 1973 | October 15, 1990 |
| MONY SECURITIES CORPORATION | Broker-dealer | January 2, 1973 | June 1, 2005 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.