# PETER R FRANZ

PETER R FRANZ is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with FSM WEALTH ADVISORS, LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FSM WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/298904) | 2021-02-03 | present | Yes |
| [BEACON FINANCIAL ADVISORY LLC](https://search.stillhousedata.com/firm/174334) | 2018-08-06 | 2022-05-05 | — |
| [CAPITAL ANALYSTS, LLC](https://search.stillhousedata.com/firm/162200) | 2018-08-06 | 2020-12-01 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2018-08-03 | 2020-12-01 | — |
| [BOYD WATTERSON ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/107808) | 2018-01-25 | 2018-08-21 | — |
| [BEACON FINANCIAL ADVISORY LLC](https://search.stillhousedata.com/firm/174334) | 2015-05-11 | 2017-11-21 | — |
| [CAPITAL ANALYSTS, LLC](https://search.stillhousedata.com/firm/162200) | 2013-08-01 | 2016-11-02 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2013-08-01 | 2015-06-01 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2009-04-30 | 2013-08-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5399850)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5399850.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
