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Gregory J. Thornton

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CRD#: 2148226
GT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory John Thornton, who also goes by Greg Thornton, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1991. Gregory had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 4, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Thornton

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 10, 2015 - December 16, 2019

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA
CRD#: 109036
COLORADO SPRINGS, CO
Past

June 23, 2005 - December 2, 2011

GOLDMAN SACHS CUSTODY SOLUTIONS

BD
CRD#: 48015
MCLEAN, VA
Past

October 1, 2004 - May 20, 2005

GUARANTY BROKERAGE SERVICES, INC.

BD
CRD#: 23302
ST. CLOUD, MN
Past

September 4, 2003 - October 9, 2003

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
HOUSTON, TX
Past

September 4, 2003 - October 9, 2003

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

June 27, 2002 - June 11, 2003

E*TRADE ADVISORY SERVICES, INC.

RIA
CRD#: 111178
HOUSTON, TX
Past

February 5, 2002 - June 11, 2003

E*TRADE SECURITIES LLC

BD
CRD#: 29106
JERSEY CITY, NJ
Past

October 15, 1993 - November 30, 2001

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

September 27, 1991 - May 8, 1992

MURCHISON INVESTMENT BANKERS, INC.

BD
CRD#: 20027
Past

July 3, 1991 - October 7, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD#: 109036 / SEC#: 801-56587

RIA
Registered Investment Advisory firm - (6/7/1999 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/10/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/30/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


FA
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD#: 109036 / SEC#: 801-56587

RIA
Registered Investment Advisory firm - (6/7/1999 Approved)
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Contact information


Main Address
5475 Mark Dabling Boulevard Suite 320, Colorado Springs, CO 80918
Mailing Address
Phone number
(719) 478-7036
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (26 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - DISCLOSURE BROCHURE (6/2/2025)

Regulatory assets under management


Total Number of Accounts2,298
AUM (Assets Under Management)$ 956,132,091

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD#: 109036

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