Peter Eric Weitz

Current Employers

Employment History

• 06/2009 → 09/2017
  Fusion Analytics Investment Partners, Llc
  Coral Springs, FL
• 07/2011 → 03/2017
  Fusion Analytics Securities, Llc
  Coral Springs, FL
• 09/2017 → 10/2021
  E2I Advisors, Llc [Formerly Wealth Bridge Solutions, Llc]
  Portland, OR
• 10/2021 → 02/2024
  Fortitude Advisory Group Llc
  Gig Harbor, WA
• 02/2024 → Present
  Axxcess Wealth Management, Llc Dba Route 20 Private Wealth
  Fort Lauderdale, FL
• 09/2023 → 02/2024
  Weitz Financial Group, Llc
  Fort Lauderdale, FL
• 07/2024 → Present
  Route 20 Private Wealth Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2024-09-09 → 2025-12-31
  Route 20 Private Wealth Inc.
  Fort Lauderdale, FL
• 2024-03-05 → 2024-12-02
  Axxcess Wealth Management, Llc
  Fort Lauderdale, FL
  Carlsbad, CA
• 2023-09-12 → 2024-08-30
  Weitz Financial Group Llc
  Ft Lauderdale, FL
• 2021-10-29 → 2024-04-03
  Fortitude Advisory Group L.L.C.
  Gig Harbor, WA
  Fort Lauderdale, FL
• 2017-11-06 → 2021-12-31
  E2I Advisors, Llc
  Fort Lauderdale, FL
  Portland, OR
• 2010-12-16 → 2017-10-24
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL
• 2010-12-16 → 2016-12-31
  Fusion Analytics Investment Partners Llc
  Coral Springs, FL
• 2009-06-12 → 2010-11-24
  Asset & Financial Planning, Ltd
  Coral Springs, FL
• 2004-10-26 → 2009-06-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Springs, FL
  Plantation, FL

Other Businesses

[1] Route 20 Private Wealth; investment-related; 500 East Broward Blvd, Suite 1510, Fort Lauderdale, FL, 33394; 95% of trading hours are devoted to this business activity. [2] Licensed insurance professional; Not-Investment Related; 500 East Broward Blvd., Suite 1510, Fort Lauderdale, FL 33394; Insurance Sales; Agent; 11/2004; Approximately five percent (5%) of business time, all during securities trading hours. [3] FlowPoint Partners, LLC ("FlowPoint"); Investment-Related; Business is conducted at reported address; Flowpoint is located in Boston, MA; Asset Management Firm; Portfolio Manager; Ten to twelve hours per month, during securities trading hours; Mr. Weitz manages or co-manages certain portfolios of Melcher Street Funding, LLC; (since 10/2021). [4] Allasea Holdings, Inc.; Not-Investment Related; 500 East Broward Boulevard, Suite 1510, Fort Lauderdale, FL 33394; Holding company that owns the RIA, Weitz Financial Group, LLC; 50% Owner; 01/2023. [5] J Street Imports; Not-investment related; business is conducted at the reported address; Wine Importer from Europe for US distribution; Owner; 09/2018; Mr. Weitz spends forty (40) hours per month on this activity, none of which are during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-29

Other Names

• Peter Weitz