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Clearwater, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Atlanta | GA | 02/2015 | 03/2020 |
| Patina Financial Partners, Llc | Clearwater | FL | 12/2025 | Present |
| Cwm, Llc | Atlanta | GA | 03/2020 | 03/2025 |
| Unemployed | Clearwater | FL | 04/2025 | 11/2025 |
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,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-30 |
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