Broc Kreitz has been an investment adviser representative at Silverleafe Capital Partners since July 2017, and is not listed among the firm’s executive officers or direct owners.
Silverleafe Capital Partners, LLC is a Germantown, TN firm with $449M under management, 179 clients and 4 advisers in one office, as of its March 2026 filing.
Broc Kreitz’s longest registration is the current one, 9 years at Silverleafe Capital Partners since 2017. Before joining Silverleafe Capital Partners in 2017, Broc Kreitz was registered through Strategic Advisers, Inc. and Morgan Keegan & Company, Inc.
- – present · 9 yearsGermantown, TN · Adviser representative · Firm CRD 133174
- Strategic Advisers, Inc.– · 5 yearsGermantown, TN · Adviser representative · Firm CRD 104555
- Morgan Keegan & Company, Inc.– · 7 yearsMemphis, TN · Adviser representative · Firm CRD 4161
Investment adviser representative registrations
Broc Kreitz is registered as an investment adviser representative in Tennessee, since November 2023.
- TennesseeSince 6 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 24 May 2004 |
| Series 66 | Uniform Combined State Law Examination | 4 November 1998 |
| Series 7 | General Securities Representative Examination | 13 October 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Broc Phillip Kreitz
- CRD
- 2960353
- Firm
- Silverleafe Capital Partners · CRD 133174
- Office
- 6815 POPLAR AVENUE, SUITE 205, Germantown, TN 38138
- Registration
- Investment adviser registration
- In the industry since
- November 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Broc Kreitz work?
Broc Kreitz is an investment adviser representative registered through Silverleafe Capital Partners, LLC since July 2017, and is not listed among the firm’s executive officers or direct owners.
Is Broc Kreitz a financial advisor?
Yes. Broc Kreitz has a current investment-adviser registration in Tennessee, through Silverleafe Capital Partners since July 2017.
How many years of experience does Broc Kreitz have?
Broc Kreitz has 27 years in the financial industry, since November 1998, across 3 adviser firms.
What exams has Broc Kreitz passed?
Broc Kreitz has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in October 1998. FINRA credited Broc Kreitz with the SIE, which began in October 2018.
Where did Broc Kreitz work before Silverleafe Capital Partners?
Before Silverleafe Capital Partners, Broc Kreitz was registered through Strategic Advisers, Inc., November 2011 to July 2017; Morgan Keegan & Company, Inc., January 2004 to September 2011.
Where is Broc Kreitz based?
Broc Kreitz’s registered office is in Germantown, TN.
Is Broc Kreitz registered with FINRA?
No. Broc Kreitz has no current broker registration.
How can I verify Broc Kreitz’s record?
Search CRD 2960353 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Broc Kreitz’s full registration record.