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
Jordan Christian Norley
Feed of 09/14/2026
At current firm
15 y
since Feb 17, 2011
In the industry
22 y
since Dec 10, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Independence Square Holdings, LLC independent RIA currentsince Jan 16, 2020 · King Of Prussia, Pa
- LPL Financial LLC BD affiliated currentsince Feb 17, 2011 · King Of Prussia, Pa
- Private Advisor Group, LLC BD affiliatedJun 7, 2012 to Jan 14, 2020 · King Of Prussia, Pa
- Equitable Advisors, LLC national BDFeb 15, 2006 to Jul 23, 2009 · Paoli, Pa
- Ameriprise Financial Services, LLC national BDJan 30, 2004 to Jul 6, 2005 · West Chester, Pa
Moves
a registration end followed by a registration begin elsewhere
- Private Advisor Group, LLC to Independence Square Holdings, LLCleft Jan 14, 2020, registered Jan 16, 2020 (2 days) · RIA to a newly registered adviser · moved with a team
- Equitable Advisors, LLC to LPL Financial LLCleft Jul 23, 2009, registered Feb 17, 2011 (574 days) · Other
- Ameriprise Financial Services, LLC to Equitable Advisors, LLCleft Jul 6, 2005, registered Feb 15, 2006 (224 days) · Affiliated broker-dealer or bank to another
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
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address