Peter Frantzis

Current Employers

Cyndeo Wealth Partners

300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-08-19
TX	RA	APPROVED	2020-06-16

FL RA
APPROVED

Since 2020-08-19
TX RA
APPROVED

Since 2020-06-16

Branch Locations

300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	St. Petersburg	FL	02/2012	06/2020
Purshe Kaplan Sterling Investments, Inc.	St. Petersburg	FL	06/2020	12/2021
Cyndeo Wealth Partners	St. Petersburg	FL	06/2020	Present

02/2012 → 06/2020

Ubs Financial Services Inc

St. Petersburg, FL
06/2020 → 12/2021

Purshe Kaplan Sterling Investments, Inc.

St. Petersburg, FL
06/2020 → Present

Cyndeo Wealth Partners

St. Petersburg, FL

Previous Registrations

2012-02-27 → 2020-07-06

Ubs Financial Services Inc.

St. Petersburg, FL
2006-03-24 → 2012-02-28

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint Petersburg, FL

New York, NY

Saint Petersburg, FL

St Petersburg, FL

Other Businesses

1) 06/2020 Independent Licensed insurance Agent; Investment Related; St. Petersburg, FL; Life Insurance & Annuities. 2) Solomon Matthew Kilgroe Parents & Children Trust. Not investment related. 288 Beach Drive NE, PH1, St. Petersburg, FL 33701. Trust. Trustee. 10/2012. 0 hrs/mnth. 0 hrs/ trading hrs. Trustee.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-03-22
S63	Uniform Securities Agent State Law Examination	2005-07-13

S66 Uniform Combined State Law Examination

2006-03-22
S63 Uniform Securities Agent State Law Examination

2005-07-13

Other Names

Peter Frantzis
Peter Frantzis

View on SEC IAPD