Broc Phillip Kreitz

Employer firm

Silverleafe Capital Partners, LLC CRD 133174

$449M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 07/2017
  Fidelity Investments
  Germantown, TN
• 07/2017 → Present
  Silverleafe Capital Partners, Llc
  Memphis, TN

Previous Registrations

• 2011-11-29 → 2017-07-05
  Strategic Advisers Llc
  Germantown, TN
• 2004-01-05 → 2011-09-15
  Morgan Keegan & Company, Llc
  Memphis, TN
  Memphis, TN

Exams

• S66 Uniform Combined State Law Examination
  1998-11-04

Designations

• Certified Financial Planner

Other Names

• Broc Kreitz