Bo B. Rhea

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CRD#: 4553620

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bo B Rhea, who also goes by Bo Burnette Rhea, was a registered financial professional .

Bo is a previously registered financial professional and started their career in finance in 2002. Bo had worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bo Burnette Rhea

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LISTENER LAND COMPANY, LLC THE LLC IS SIMPLY A LAND INVESTMENT COMPANY WITH MY BROTHERS. I DEVOTE 0 HOURS TO THE BUSINESS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 6, 2011 - March 19, 2025

SILVERLEAFE CAPITAL PARTNERS, LLC

RIA

CRD#: 133174

GERMANTOWN, TN

Past

September 2, 2009 - March 15, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GERMANTOWN, TN

Past

September 2, 2009 - March 15, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GERMANTOWN, TN

Past

August 21, 2007 - November 7, 2008

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

MEMPHIS, TN

Past

May 17, 2007 - November 7, 2008

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

MEMPHIS, TN

Past

March 5, 2003 - June 1, 2004

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

CRD#: 6950

MEMPHIS (SHELBY), TN

Past

July 24, 2002 - September 14, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 24, 2002 - September 14, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SILVERLEAFE CAPITAL PARTNERS, LLC

CRD#: 133174 / SEC#: 801-63594

RIA

Registered Investment Advisory firm - (10/20/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/7/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/16/2007

General Securities Representative Examination

Current Firm

SILVERLEAFE CAPITAL PARTNERS, LLC

CRD#: 133174 / SEC#: 801-63594

RIA

Registered Investment Advisory firm - (10/20/2004 Approved)

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Contact information

Main Address

6815 Poplar Avenue, Suite 205, Germantown, TN 38138

Mailing Address

Phone number

(901) 259-3345

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SILVERLEAFE CAPITAL PARTNERS, LLC BROCHURE (6/4/2025)

Regulatory assets under management

Total Number of Accounts	650
AUM (Assets Under Management)	$ 435,764,302

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bo B. Rhea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SILVERLEAFE CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/7/2007

Series 7

Date: 5/16/2007

Current Firm

SILVERLEAFE CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILVERLEAFE CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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