Joshua E Whitley

Current Employers

Employment History

• 12/2004 → Present
  Joshua Whitley Insurance Agency
  Lumberton, NC
• 12/2004 → Present
  State Farm Vp Management Corp
  Lumberton, NC
• 07/2017 → 08/2021
  Joshua Whitley Insurance Agency
  Laurinburg, NC
• 07/2017 → 08/2021
  State Farm Vp Management Corp
  Laurinburg, NC
• 08/2018 → 08/2021
  State Farm Investment Management Corp.
  Laurinburg, NC
• 08/2018 → Present
  State Farm Investment Management Corp.
  Lumberton, NC

Previous Registrations

• 2002-03-28 → 2002-10-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Southern Pines, NC

Other Businesses

1) Joshua Whitley's Insurance Agency; Insurance Agency; Investment-related; 514 Peterson Dr Lumberton NC 28358; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2004; 80; 80; Service customers and supervise employees 2) Southeastern Health Foundation; non-investment-related; 403 W. 27th Street, Lumberton, NC 28358; Other; Board Member; Secretary; 01/01/2026; 2; 0; Provide support for fundraising and distribution of funds raised. 3) Lumberton High School Pirate Booster Club; non-investment-related; 3901 Fayetteville Rd Lumberton NC 28358; Education; Board Member; Secretary; 09/27/2023; 4; 0; LHS Pirate Booster Club is the fundraising arm of Lumberton High School in Lumberton, NC. I have been asked to serve as the secretary of this group, which will involve taking minutes of meetings. As a board member, I would also be voting on fundraising and expenditure decisions to athletic programs at Lumberton High School. 4) LHS Pirate Booster Club, Inc; Non-Investment-related; 13 Trinity Dr Lumberton, NC 28358; Education; Director/Treasurer; 07/01/2024; 2; 0; The LHS Pirate Booster Club is the Booster Club/fundraising arm for Lumberton Senior High School. Our role is to solicit and receive donations and then distribute funds to various athletic programs at the high school. 5) Cape Fear Council Boy Scouts of America Executive Board; non-investment related; 110 Longstreet Dr Wilmington, NC 28412; Membership/Civic/Fraternal Organization; other; none; 09/01/2024; 4; 0; Committee 6) Presbyterian Foundation of Lumberton, Inc; Non-Investment Related; 1006 N. Elm St Lumberton, NC 28358; Association/Committee/Council; Board Member; Secretary; 03/16/2026; 1; 0; Distribute funds.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-18
• S66 Uniform Combined State Law Examination
  2000-10-27

Other Names

• Josh Whitley