DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Teresa Elizabeth Gray
Feed of 09/15/2026
Also filed as Teresa Elizabeth Gray
At current firm
4 y
since Jul 27, 2022
In the industry
15 y
since Apr 22, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Global Retirement Partners LLC institutional currentsince Jul 27, 2022 · Denver, Co
- Sheridan Road Advisors, LLC, A Hub International Company formerJul 2, 2021 to Oct 25, 2022 · Denver, Co
- Principal Securities, Inc. BD affiliatedJun 29, 2015 to Dec 31, 2016 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Sheridan Road Advisors, LLC, A Hub International Company to Global Retirement Partners LLCleft Oct 25, 2022, registered Jul 27, 2022 (-90 days) · channel change inside one enterprise, not a move · moved with a team
- Principal Securities, Inc. to Sheridan Road Advisors, LLC, A Hub International Companyleft Dec 31, 2016, registered Jul 2, 2021 (1644 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address