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RIA / WealthAdvisor30 years in industry

ERIC MICHAEL BRANSON

Advisor at CYNDEO WEALTH PARTNERS

ST. PETERSBURG, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 29, 1996 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CYNDEO WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 29, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Mar 27, 1997
First registration: Aug 29, 1996
Dual registered: no
Other names: ERIC M BRANSON|ERIC MICHAEL BRANSON|ERIC MICHAEL MICHAEL BRANSON
IAPD individual key: 2545605

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CYNDEO WEALTH PARTNERS	Independent wealth	Jun 16, 2020	n/a	yes	ST. PETERSBURG, FL	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Jul 11, 2012	Jul 6, 2020	no	ST. PETERSBURG, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 26, 2012	no	St. Petersburg, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 25, 2008	Jun 1, 2009	no	ST. PETERSBURG, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Aug 29, 1996	Jun 25, 2008	no	ST. PETERSBURG, FL\|ST PETERSBURG, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	CYNDEO WEALTH PARTNERS	Jul 6, 2020	Jun 16, 2020	-20	Firm change	Wirehouse to new firm
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Jul 26, 2012	Jul 11, 2012	-15	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
RAYMOND JAMES & ASSOCIATES, INC.	CITIGROUP GLOBAL MARKETS INC.	Jun 25, 2008	Jun 25, 2008	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8174:307781:FL:2020-07-06	Jul 6, 2020	Jun 16, 2020	ST PETERSBURG, FL	Firm change

Relationships

Registered with (5)

→ CYNDEO WEALTH PARTNERSRegistered adviserregistration: current employment
Jun 16, 2020 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jul 11, 2012 to Jul 6, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 26, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 25, 2008 to Jun 1, 2009factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Aug 29, 1996 to Jun 25, 2008factForm ADV

Dated events

No dated event names this entity yet.