Daniel Mcchesney Streetman

Employer firm

Patina Financial Partners, LLC CRD 339516

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2015 → 03/2020
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 12/2025 → Present
  Patina Financial Partners, Llc
  Clearwater, FL
• 03/2020 → 03/2025
  Cwm, Llc
  Atlanta, GA
• 04/2025 → 11/2025
  Unemployed
  Clearwater, FL

Previous Registrations

• 2020-05-22 → 2025-03-05
  Cwm, Llc
  Omaha, NE
  Atlanta, GA
  Clearwater, FL

Other Businesses

1) Daniel Streetman Sole Proprietorship; Not investment-related; Same address; Rental property owner; Property Owner; Oversee limited administrative tasks related to the management of privately owned rental properties, including coordinating maintenance, collecting rent, and managing tenant communications; Less than 5% of time during the month. 2) Porsche 356 Florida Owners Group; Not investment-related; 1200 Orange Isle, Fort Lauderdale, FL 33315; Statewide club in Florida dedicated to owners of the Porsche 356; Southwest Events Coordinator and Membership Chair; Coordinate logistics, venues, communication with members and statewide leadership team. Maintenance and upkeep of membership records; Less than 5% of time during the month,

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-08
• S63 Uniform Securities Agent State Law Examination
  2013-07-30

Designations

• Certified Financial Planner