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

VERTRIX WEALTH MANAGEMENT, 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

Aug 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 28, 2010

First registration

Oct 19, 2010

Dual registered

no

Other names

NORM LEON

IAPD individual key

5832014

• Occurred

  Jan 21, 2026
  Advisor changed firm

  Norman Charles Leon left Greystone Financial Group, Llc for Vertrix Wealth Management, Llc (registered 2026-01-20)

  Form ADVobserved 6 days ago
• Occurred

  Sep 5, 2023
  Advisor changed firm

  Norman Charles Leon left Retirement Funding Advisors Inc. for Greystone Financial Group, Llc (registered 2023-08-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3204743c-85ae-df0f-9620-5e638740e4fd

First observed

Oct 19, 2010

Last observed

Sep 14, 2026 7 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.