Jordan Christian Norley

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-10-13
PA	RA	APPROVED	2011-02-17

TX RA
APPROVED_RES

Since 2021-10-13
PA RA
APPROVED

Since 2011-02-17

Branch Locations

150 S Warner Rd Ste 402, King Of Prussia, PA 19406-2859 • United States

Independence Square Holdings, Llc

150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2020-01-16

PA RA
APPROVED

Since 2020-01-16

Branch Locations

150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	King Of Prussia	PA	02/2011	Present
Private Advisor Group, Llc	King Of Prussia	NJ	06/2012	01/2020
Cadrew Wealth Management	West Chester	PA	05/2012	Present
Independence Square Holdings, Llc	King Of Prussia	PA	08/2019	Present

02/2011 → Present

Lpl Financial Llc

King Of Prussia, PA
06/2012 → 01/2020

Private Advisor Group, Llc

King Of Prussia, NJ
05/2012 → Present

Cadrew Wealth Management

West Chester, PA
08/2019 → Present

Independence Square Holdings, Llc

King Of Prussia, PA

Previous Registrations

2012-06-07 → 2020-01-14

Private Advisor Group, Llc

King Of Prussia, PA

Morristown, NJ
2006-02-15 → 2009-07-23

Equitable Advisors, Llc

Paoli, PA

Lionville, PA
2004-01-30 → 2005-07-06

Ameriprise Financial Services, Llc

West Chester, PA

Other Businesses

1. 05/21/2012 - CADRE WEALTH MANAGEMENT, INC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Time Spent 1% - For tax reporting purposes only. Please keep existing DBAs active. I'm 100% owner. I'll be paying myself salary based upon my commissions. 2. 05/31/2013 - The Plan Advocate - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 3. 10/2/2019 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 4. 1/24/2020 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 1/24/2020 - Independence Square Holdings, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Independence Square Holdings, LLC, an independent investment advisor firm. I started this business activity in 11/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 1/19/2022 - No Business Name - Investment Related - West Chester, PA 19382 - Real Estate Rental - Started 02/01/2022 - 3 Hours Per Month/2 Hours During Securities Trading - Residential Rental. 7. 3/24/2023 - Finance Forward - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/06/2023 - 1 Hours Per Month/0 Hours During Securities Trading