Ian Thomas Green

Current Employers

Gateway Wealth Partners, Llc

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-11-27

CT RA
APPROVED

Since 2024-11-27

Branch Locations

West Hartford, CT • United States

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • 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

Organization	City	State	From	To
Greenlight Retirement Plan Consultants, Llc	West Hartford	CT	01/2019	11/2024
Gateway Wealth Partners, Llc	West Hartford	CT	11/2024	Present
N/A	West Hartford	CT	02/2017	01/2019
Voya Financial	Windsor	CT	09/2014	02/2017
Voya Financial Partners	Windsor	CT	09/2014	02/2017

01/2019 → 11/2024

Greenlight Retirement Plan Consultants, Llc

West Hartford, CT
11/2024 → Present

Gateway Wealth Partners, Llc

West Hartford, CT
02/2017 → 01/2019

N/A

West Hartford, CT
09/2014 → 02/2017

Voya Financial

Windsor, CT
09/2014 → 02/2017

Voya Financial Partners

Windsor, CT

Previous Registrations

2019-01-24 → 2024-12-09

Greenlight Retirement Plan Consultants Llc

West Hartford, CT

Other Businesses

CFA Hartford Society - Non-Investment Related - Charlottesville, VA - Board Member - 07/01/2020 - 4 hours/month - 0 hours/month during securities trading hours; Planning and overseeing CFA members activities and educational opportunities.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-09-16

S63 Uniform Securities Agent State Law Examination

1994-09-16

Designations

View on SEC IAPD