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Tricia Liller

BLUE HORIZON EQUITY
Ponte Vedra Beach, FL 32082
Some features on this profile are disabled
CRD#: 3130441
TL
Tricia LillerBLUE HORIZON EQUITY

Professional summary

Tricia Liller, who also goes by Tricia Kirkland, is a registered financial advisor currently at BLUE HORIZON EQUITY, INC. located in Ponte Vedra Beach, Florida and CETERA WEALTH SERVICES, LLC located in Ponte Vedra Beach, Florida.

Tricia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Tricia has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Tricia Kirkland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tricia Liller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 1, 2026 - Present

BLUE HORIZON EQUITY, INC.

Office #1: 4400 Marsh Landing Blvd Suite 101, Ponte Vedra Beach, FL 32082
RIA
CRD#: 341095
Ponte Vedra Beach, FL
Current

June 29, 2026 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 4400 Marsh Landing Blvd. Suite 101 & 102, Ponte Vedra Beach, FL 32082
BD
CRD#: 13572
Ponte Vedra Beach, FL
Past

October 11, 2024 - July 1, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
Jacksonville Beach, FL
Past

October 11, 2024 - July 1, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
Jacksonville Beach, FL
Past

October 10, 2023 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY
Past

March 8, 2023 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
Ponte Vedra Beach, FL
Past

April 28, 2010 - March 3, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PONTE VEDRA BEACH, FL
Past

April 22, 2010 - March 3, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PONTE VEDRA BEACH, FL
Past

December 3, 2008 - April 22, 2010

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PONTE VEDRA BEACH, FL
Past

November 14, 2008 - April 22, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
PONTE VEDRA BEACH, FL
Past

June 22, 2007 - November 18, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PONTE VEDRA BEACH, FL
Past

October 5, 2000 - November 18, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PONTE VEDRA BEACH, FL
Past

October 23, 1998 - April 26, 2000

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/29/2026)
IAR
Florida
(7/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/19/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/28/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/4/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/22/1998
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BH
BLUE HORIZON EQUITY, INC.
21ST CENTURY PLANNERS | WATERSTONE FINANCIAL SERVICES | SOLENNIAL WEALTH MANAGEMENT | PATHWAY WEALTH MANAGEMENT AND INSURANCE GROUP | MAGII PENSION SERVICES | LAPORTE WEALTH MANAGEMENT GROUP | GENESIS ASSET MANAGEMENT GROUP INC. | FORGE FINANCIAL ADVISORS | FINGER LAKES INVESTMENTS | DANIEL N. SAXE | CAVE WEALTH MANAGEMNET | CARLOZZI FINANCIAL SERVICES | CAPE COD WEALTH STREATEGIES & INSURANCE SERVICES, LLC | BLUE HORIZON EQUITY, INC. | BAILEY FINANCIAL PLANNING | ASPIRE FINANCIAL GROUP

CRD#: 341095 / SEC#: 801-136098

RIA
Registered Investment Advisory firm - (5/6/2026 120-Day Approval)
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Contact information

Main Address
55 Sully's Trail Suite F, Pittsford, NY 14534
Mailing Address
Phone number
+1 (585) 641-7900
Established
Firm type
Fiscal year end
# of Employees
45

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLUE HORIZON - PART 2A (3/31/2026)
BLUE HORIZON - APPENDIX 1 WRAP PROGRAM BROCHURE (3/31/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BLUE HORIZON EQUITY, INC.

CRD#: 341095Ponte Vedra Beach, FL 32082

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