Gregory Benjamin Streitman

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-06-05
TX	RA	APPROVED	2024-05-14

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Advisors, Llc.	Palm Harbor	FL	07/2014	11/2016
Wells Fargo Bank Na	Palm Harbor	FL	07/2014	07/2019
Wells Fargo Clearing Services, Llc	Palm Harbor	FL	11/2016	07/2019
Suntrust Bank	New Port Richey	FL	07/2019	05/2021
Suntrust Investment Services,Inc.	Atlanta	GA	07/2019	05/2021
Suntrust Advisory Services, Inc.	Atlanta	GA	08/2019	05/2021
Fidelity Investments	Oldsmar	FL	05/2021	Present
Fisher Investments	Tampa	FL	05/2024	Present

2021-07-16 → 2024-04-16

Fidelity Personal And Workplace Advisors

Jacksonville, FL
2019-08-15 → 2021-05-17

Truist Advisory Services, Inc.

New Port Richey, FL
2014-08-04 → 2019-07-24

Wells Fargo Clearing Services, Llc

Palm Harbor, FL

Tampa, FL

Tampa, FL

Oldsmar, FL

Palm Harbor, FL

Tampa, FL
2010-05-10 → 2012-08-14

Usaa Financial Planning Services

Tampa, FL
2008-04-18 → 2008-07-24

Wells Fargo Clearing Services, Llc

Tampa, FL
2003-07-31 → 2005-03-02

Amsouth Investment Management Company Llc

Clearwater, FL
2003-03-04 → 2003-07-30

Amsouth Investment Services, Inc.

Clearwater, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-04-15
S66	Uniform Combined State Law Examination	2001-04-30

Other Firms