Edward Charles Worrell

Current Employers

Worrell Financial Llc

West Chester, PA • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-06-07

PA RA
APPROVED

Since 2022-06-07

Branch Locations

West Chester, PA • 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
Worrell Financial Llc	West Chester	PA	02/2022	Present
Worrell Capital Consulting	West Chester	PA	11/2019	Present
Glaxosmithkline	Philadelphia	PA	08/2001	12/2018
Edward Worrell Jr Cpa	Lansdowne	PA	11/1994	Present

02/2022 → Present

Worrell Financial Llc

West Chester, PA
11/2019 → Present

Worrell Capital Consulting

West Chester, PA
08/2001 → 12/2018

Glaxosmithkline

Philadelphia, PA
11/1994 → Present

Edward Worrell Jr Cpa

Lansdowne, PA

Other Businesses

1. Worrell Capital Consulting, West Chester, PA, Not investment related; Type of Business: Pharma Compliance Consulting; Start date:01/2020 ; Title: Consultant/Owner; Number of hrs a month: 0-10; During trading hours: 0-10 Duties/Responsibilities: Compliance activities for pharma salespeople. // 2. Edward Worrell, Jr. CPA, a tax preparation firm; Start Date: 11/1994; Title: CPA/Tax Preparer; Time: This activity accounts for up to 5% of his time. Not Investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-12-28
S63	Uniform Securities Agent State Law Examination	1997-05-02

S65 Uniform Investment Adviser Law Examination

1998-12-28
S63 Uniform Securities Agent State Law Examination

1997-05-02

Other Names

Ted Worrell

View on SEC IAPD