Best Investors Account Sign in
Inactive

Drew Bradley Norman

Ieq Capital, LLC

Dallas, TX

Claim This Profile
Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-28
  • TX RA
    APPROVED
    Since 2025-02-28

Branch Locations

3131 Mckinney Avenue Suite 850, Dallas, TX 75204 • 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
OrganizationCityStateFromTo
Frost Brokerage Services Dallas TX 05/2019 02/2020
Bbva Compass Dallas TX 05/2017 05/2019
University Of Mississippi Oxford MS 08/2014 06/2018
Frost Investment Services Dallas TX 08/2019 02/2020
Ubs Financial Services Inc. Dallas TX 02/2020 07/2022
Epiq Capital Group, Llc San Francisco CA 07/2022 02/2025
Ieq Capital, Llc San Francisco CA 02/2025 Present
  • 05/2019 → 02/2020
    Frost Brokerage Services
    Dallas, TX
  • 05/2017 → 05/2019
    Bbva Compass
    Dallas, TX
  • 08/2014 → 06/2018
    University Of Mississippi
    Oxford, MS
  • 08/2019 → 02/2020
    Frost Investment Services
    Dallas, TX
  • 02/2020 → 07/2022
    Ubs Financial Services Inc.
    Dallas, TX
  • 07/2022 → 02/2025
    Epiq Capital Group, Llc
    San Francisco, CA
  • 02/2025 → Present
    Ieq Capital, Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-24
  • S66 Uniform Combined State Law Examination
    2019-07-24
Designations
Other Names
  • Drew Norman
  • Drew Norman

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor