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Broc Phillip Kreitz

Silverleafe Capital Partners, LLC

Germantown, TN

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Current Employers
Silverleafe Capital Partners, Llc

6815 Poplar Avenue, Suite 205, Germantown, TN 38138 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-11-06
  • TN RA
    APPROVED
    Since 2023-11-06

Branch Locations

6815 Poplar Avenue, Suite 205, Germantown, TN 38138 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Germantown TN 09/2011 07/2017
Silverleafe Capital Partners, Llc Memphis TN 07/2017 Present
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
CodeExamDate
S66 Uniform Combined State Law Examination 1998-11-04
  • S66 Uniform Combined State Law Examination
    1998-11-04
Designations
Other Names
  • Broc Kreitz

View on SEC IAPD

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