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St. Petersburg, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-09 |
| FL | RA | APPROVED | 2024-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St Louis | MO | 10/2017 | 10/2018 |
| Mosaic North America | Bridgeton | MO | 05/2016 | 04/2018 |
| Regions Bank/Cetera Investment Services | St Petersburg | FL | 10/2018 | 10/2021 |
| Empower Financial Services, Inc. | Greenwood Village | CO | 11/2021 | 09/2022 |
| Fidelity Personal And Workplace Advisors Llc | St Petersburg | FL | 03/2023 | 07/2024 |
| Homemaker | St Petersburg | FL | 09/2022 | 01/2023 |
| Fidelity Brokerage Services Llc | St. Petersburg | FL | 01/2023 | 07/2024 |
| Gray Colt Financial Planning Llc | St. Petersburg | FL | 09/2024 | Present |
1) INSURANCE AGENT - 12/2019 TO PRESENT. NOT INVESTMENT RELATED. MATTHEW GRELCK HAS AN ACTIVE INSURANCE LICENSE HOWEVER, HE WILL NOT AND DOES NOT OFFER OR SELL ANY INSURANCE PRODUCTS TO ADVISORY CLIENTS OF GRAY COLT FINANCIAL PLANNING LLC OR ANY NON-ADVISORY CLIENTS. NO TIME IS SPENT ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-29 |
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