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Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-07-27
  • CO RA
    APPROVED
    Since 2022-07-27

Branch Locations

2000 S. Colorado Blvd., Suite 150, Denver, CO 80222 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Princor Financial Services Corporation Denver CO 09/2014 12/2016
Principal Life Insurance Company Denver CO 09/2014 12/2016
Impact Financial Llc Denver CO 03/2016 12/2016
Sheridan Road Advisors, A Hub International Company Denver CO 03/2021 Present
Goldleaf Partners Denver CO 11/2016 03/2021
Global Retirement Partners, Llc San Rafael CA 07/2022 Present
  • 09/2014 → 12/2016
    Princor Financial Services Corporation
    Denver, CO
  • 09/2014 → 12/2016
    Principal Life Insurance Company
    Denver, CO
  • 03/2016 → 12/2016
    Impact Financial Llc
    Denver, CO
  • 03/2021 → Present
    Sheridan Road Advisors, A Hub International Company
    Denver, CO
  • 11/2016 → 03/2021
    Goldleaf Partners
    Denver, CO
  • 07/2022 → Present
    San Rafael, CA
Previous Registrations
  • 2021-07-02 → 2022-10-25
    Sheridan Road Advisors, Llc, A Hub International Company
    Denver, CO
    Northbrook, IL
  • 2015-06-29 → 2016-12-31
    Denver, CO
Other Businesses

FIXED INSURANCE sales; LIFE, ANNUITIES, DI, LTC; started 04/06/16 Not investment related. HUB International: W2 Employee; March 2021.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-01
S63 Uniform Securities Agent State Law Examination 2011-04-22
  • S65 Uniform Investment Adviser Law Examination
    2021-07-01
  • S63 Uniform Securities Agent State Law Examination
    2011-04-22
Other Names
  • Teresa Elizabeth Gray
  • Teresa Elizabeth Mcilnay
  • Teresa Elizabeth Mcilnay

View on SEC IAPD

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