Eric Michael Branson

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	2020-08-24
TX	RA	APPROVED_RES	2020-06-16

FL RA
APPROVED

Since 2020-08-24
TX RA
APPROVED_RES

Since 2020-06-16

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	St. Petersburg	FL	07/2012	06/2020
Cyndeo Wealth Partners	St. Petersburg	FL	06/2020	Present
Purshe Kaplan Sterling Investments, Inc.	Albany	NY	06/2020	01/2022

07/2012 → 06/2020

Ubs Financial Services Inc.

St. Petersburg, FL
06/2020 → Present

Cyndeo Wealth Partners

St. Petersburg, FL
06/2020 → 01/2022

Purshe Kaplan Sterling Investments, Inc.

Albany, NY

Previous Registrations

2012-07-11 → 2020-07-06

Ubs Financial Services Inc.

St. Petersburg, FL
2009-06-01 → 2012-07-26

Morgan Stanley

St. Petersburg, FL
2008-06-25 → 2009-06-01

Citigroup Global Markets Inc.

St. Petersburg, FL
1996-08-29 → 2008-06-25

Raymond James & Associates, Inc.

St. Petersburg, FL

St Petersburg, FL

Other Businesses

1) 06/2020 Independent Licensed insurance Agent; Investment Related; St. Petersburg, FL; Life Insurance & Annuities

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-03-27

S63 Uniform Securities Agent State Law Examination

1997-03-27

Other Names

Eric M Branson
Eric Michael Branson
Eric Michael Michael Branson

View on SEC IAPD