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RIA / WealthAdvisorCertified Financial Planner18 years in industry

Todd Norris

Advisor at GLASS JACOBSON WEALTH ADVISORS

DENVER, CO | OWINGS MILLS, MD

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Search this name across graphsid dfx:ria:9d77a5ad-2a1d-a425-a4df-73d0f90eac9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Aug 5, 2008 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: GLASS JACOBSON WEALTH ADVISORS
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 2, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 2, 2008
First registration: Aug 5, 2008
Dual registered: no
Other names: TODD CRAWFORD NORRIS|TODD C NORRIS
IAPD individual key: 5415707

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
MERCER GLOBAL ADVISORS INC.	Independent wealth	Dec 17, 2025	n/a	yes	OWINGS MILLS, MD\|DENVER, CO	Current employment
GLASS JACOBSON WEALTH ADVISORS	Independent wealth	Nov 20, 2020	n/a	yes	OWINGS MILLS, MD	Current employment
Facet	Independent wealth	Nov 5, 2018	Nov 4, 2020	no	WEST PALM BEACH, FL	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Nov 23, 2016	Aug 20, 2018	no	SEVERN, MD	Previous registration
PRIME INVESTMENT ADVISORS	Former SEC adviser	May 6, 2016	Nov 17, 2016	no	BETHESDA, MD	Previous registration
Stratwealth	Former SEC adviser	May 12, 2015	Jan 6, 2016	no	FULTON, MD	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 10, 2014	Jan 22, 2015	no	ANNAPOLIS, MD\|COLUMBIA, MD\|ANNAPOLIS, MD	Previous registration
MORGAN STANLEY	Wirehouse	Jun 24, 2011	Jul 7, 2014	no	Baltimore, MD	Previous registration
BROWN ADVISORY SECURITIES, LLC	Former SEC adviser	Aug 5, 2008	May 17, 2011	no	BALTIMORE, MD	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
Facet	GLASS JACOBSON WEALTH ADVISORS	Nov 4, 2020	Nov 20, 2020	16	Firm change	RIA to RIA
COMMONWEALTH FINANCIAL NETWORK	Facet	Aug 20, 2018	Nov 5, 2018	77	Firm change	Ibd to RIA
PRIME INVESTMENT ADVISORS	COMMONWEALTH FINANCIAL NETWORK	Nov 17, 2016	Nov 23, 2016	6	Firm change	Other
Stratwealth	PRIME INVESTMENT ADVISORS	Jan 6, 2016	May 6, 2016	121	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Stratwealth	Jan 22, 2015	May 12, 2015	110	Firm change	Other
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 7, 2014	Jul 10, 2014	3	Firm change	Wirehouse to wirehouse
BROWN ADVISORY SECURITIES, LLC	MORGAN STANLEY	May 17, 2011	Jun 24, 2011	38	Firm change	Other

Relationships

Registered with (9)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Dec 17, 2025 to presentfactForm ADV
→ GLASS JACOBSON WEALTH ADVISORSRegistered adviserregistration: current employment
Nov 20, 2020 to presentfactForm ADV
→ FACETRegistered adviserregistration: previous registration
Nov 5, 2018 to Nov 4, 2020factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Nov 23, 2016 to Aug 20, 2018factForm ADV
→ PRIME INVESTMENT ADVISORSRegistered adviserregistration: previous registration
May 6, 2016 to Nov 17, 2016factForm ADV
→ STRATWEALTHRegistered adviserregistration: previous registration
May 12, 2015 to Jan 6, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 10, 2014 to Jan 22, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 24, 2011 to Jul 7, 2014factForm ADV
→ BROWN ADVISORY SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 5, 2008 to May 17, 2011factForm ADV

Dated events

No dated event names this entity yet.