PA
Peter V. Adams
ZEUS FINANCIAL
BOCA RATON, FL 33431
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CRD#: 1009011
PA
Professional summary
Peter Vreeland Adams is a registered financial professional currently at ZEUS FINANCIAL, LLC located in Boca Raton, Florida.
Peter is registered as a RR (Registered Representative) and started their career in finance in 1981. Peter has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 3 and Series 53 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Cenlar Federal Savings Bank & Cenlar Capital Corporation. This business is not related to securities or investments. Address: 780 Township LIne Rd, 3rd Floor, Yardley, PA 19067. Business: mortgage sub-servicing. Position: Board Director. Start date 1999. Time allocated: approximately 10 hours per month, 4 hours per month during trading hours. Duties: review of business operations and approvals on company policies, proceudres and business initiatives. Zeus Financial LLC. This a securities trading business. 5002 T-Rex Ave., Suite 235, Boca Raton FL 33431. Position: investment banking, credit dept. Start date 11/30/2023. Hours: approximately 8-10 hours per month, approximately 5 hours/month during trading hours. Duties: help identify securities underwriting firms Zeus can work with on new issue credit deals, and potential end account buyers of new issue credit products. Atlas Financial Advisors, LLC. This is an investment advisory firm. Located at 4800 T-Rex Ave., Suite 100, Boca Raton FL 33431. Position: Principal. Start date 5/2022. Hours: approximately 40 hours per month, approximately 30 hours/month during trading hours. Duties: Business development, administration, compliance
CRS (Client Relationship Summary) - BD
Click below to view Peter Vreeland Adams's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 4, 2024 - Present
ZEUS FINANCIAL, LLC
Office #1: 4800 T-rex Avenue Suite 100, Boca Raton, FL 33431BD
CRD#: 18192
BOCA RATON, FL
Past
May 18, 2022 - December 15, 2025
ATLAS FINANCIAL ADVISORS, LLC
RIA
CRD#: 285580
Stamford, CT
Past
September 18, 2018 - May 3, 2022
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
BD
CRD#: 114212
NEW YORK, NY
Past
August 2, 2011 - March 4, 2013
OPENX MARKETS, LLC
BD
CRD#: 154903
NEW YORK, NY
Past
February 16, 2007 - February 17, 2011
TRADEWEB LLC
BD
CRD#: 42759
ROCKVILLE, MD
Past
May 12, 1986 - March 5, 1990
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
Past
October 29, 1981 - May 27, 1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(4/4/2024)
RR
Florida(4/4/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
ZF
ZEUS FINANCIAL, LLC
TRANS-CAP SECURITIES, INC | ZEUSFINANCIALLLC.COM | ZEUSBD.COM | ZEUS SECURITIES, INC. | ZEUS SECURITIES, INC | ZEUS FINANCIAL, LLC
CRD#: 18192 / SEC#: , 8-36214
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
4800 T-rex Avenue Suite 100, Boca Raton, FL 33431
Mailing Address
4800 T-rex Avenue Suite 100, Boca Raton, FL 33431
Phone number
(561) 708-0700
Established
Florida since 03/17/1986
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (30 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ZEUS FINANCIAL, LLC
CRD#: 18192Boca Raton, FL 33431TRUST BUT VERIFY
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