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RIA / WealthAdvisorCertified Financial Planner14 years in industry

TERRI LYNN PROPP

Advisor at GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b23f7636-073a-05e0-db5b-9dc313ecfa21

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 9, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 8, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Dec 8, 2011
First registration: Dec 9, 2011
Dual registered: no
IAPD individual key: 4819626

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC	Independent wealth	Jul 2, 2025	n/a	yes	DENVER, CO	Current employment
COLORADO WEALTH GROUP LLC	Former SEC adviser	Jun 23, 2025	Jun 25, 2025	no	DENVER, CO	Previous registration
GILL CAPITAL PARTNERS	Independent wealth	Dec 17, 2014	May 28, 2025	no	DENVER, CO	Previous registration
WEALTH LEGACY INSTITUTE, INC.	Former SEC adviser	Feb 3, 2014	Nov 25, 2014	no	DENVER, CO	Previous registration
WAGNER WEALTH MANAGEMENT, LLC	Former SEC adviser	Dec 9, 2011	Sep 5, 2013	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COLORADO WEALTH GROUP LLC	GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC	Jun 25, 2025	Jul 2, 2025	7	Firm change	RIA to RIA
GILL CAPITAL PARTNERS	COLORADO WEALTH GROUP LLC	May 28, 2025	Jun 23, 2025	26	Firm change	RIA to RIA
WEALTH LEGACY INSTITUTE, INC.	GILL CAPITAL PARTNERS	Nov 25, 2014	Dec 17, 2014	22	Firm change	Other
WAGNER WEALTH MANAGEMENT, LLC	WEALTH LEGACY INSTITUTE, INC.	Sep 5, 2013	Feb 3, 2014	151	Firm change	Other

Relationships

Registered with (5)

→ GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLCRegistered adviserregistration: current employment
Jul 2, 2025 to presentfactForm ADV
→ COLORADO WEALTH GROUP LLCRegistered adviserregistration: previous registration
Jun 23, 2025 to Jun 25, 2025factForm ADV
→ GILL CAPITAL PARTNERSRegistered adviserregistration: previous registration
Dec 17, 2014 to May 28, 2025factForm ADV
→ WEALTH LEGACY INSTITUTE, INC.Registered adviserregistration: previous registration
Feb 3, 2014 to Nov 25, 2014factForm ADV
→ WAGNER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 9, 2011 to Sep 5, 2013factForm ADV

Dated events

Occurred
Jun 25, 2025
Advisor changed firm
Terri Lynn Propp left Colorado Wealth Group Llc for Global Wealth Strategies And Associates, Llc (registered 2025-07-02)
Form ADVobserved 6 days ago
Occurred
May 28, 2025
Advisor changed firm
Terri Lynn Propp left Gill Capital Partners for Colorado Wealth Group Llc (registered 2025-06-23)
Form ADVobserved 6 days ago