Robert Paul Norman

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2022-04-22

Branch Locations

Baltimore, MD • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	09/2019	04/2022
Freedom Mortgage	Columbia	MD	08/2018	05/2019
People 2.0	Columbia	SC	12/2017	06/2018
Maryland State Athletic Commission	Baltimore	MD	08/2018	Present
University Of South Carolina	Columbia	SC	08/2013	05/2017
Unemployed	Columbia	SC	05/2017	12/2017
Bank Of America, N.A.	Hunt Valley	MD	12/2020	04/2022
Gwfs Equities, Inc	Greenwood Village	CO	04/2022	Present
Advised Assets Group, Llc	Greenwood Village	CO	04/2022	Present

09/2019 → 04/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
08/2018 → 05/2019

Freedom Mortgage

Columbia, MD
12/2017 → 06/2018

People 2.0

Columbia, SC
08/2018 → Present

Maryland State Athletic Commission

Baltimore, MD
08/2013 → 05/2017

University Of South Carolina

Columbia, SC
05/2017 → 12/2017

Unemployed

Columbia, SC
12/2020 → 04/2022

Bank Of America, N.A.

Hunt Valley, MD
04/2022 → Present

Gwfs Equities, Inc

Greenwood Village, CO
04/2022 → Present

Advised Assets Group, Llc

Greenwood Village, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-21

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