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.

Current firm

GATEWAY WEALTH PARTNERS, 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

Sep 16, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Sep 16, 1994

First registration

Jan 24, 2019

Dual registered

no

IAPD individual key

2532230

• Occurred

  Dec 9, 2024
  Advisor changed firm

  Ian Thomas Green left Greenlight Retirement Plan Consultants Llc for Gateway Wealth Partners, Llc (registered 2024-11-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f92e640f-ba84-14b2-ef65-55f374dc7e76

First observed

Jan 24, 2019

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.