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Harry Dale Matheney

LPl Enterprise, LLC

Glen Allen, VA

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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-14
  • VA RA
    APPROVED
    Since 2024-11-14

Branch Locations

4860 Cox Road Suite 100, Glen Allen, VA 23060 • 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
Nylife Securities Llc Glen Allen VA 07/2014 10/2023
New York Life Insurance Co. Glen Allen VA 06/2014 10/2023
Community College Workforce Alliance Richmond VA 10/2014 09/2016
The Path Financial Strategies, Llc Glen Allen VA 09/2020 05/2021
The Prudential Insurance Company Of America Glen Allen VA 10/2023 Present
Pruco Securities, Llc Glen Allen VA 10/2023 11/2024
Lpl Enterprise, Llc Glen Allen VA 11/2024 Present
  • 07/2014 → 10/2023
    Nylife Securities Llc
    Glen Allen, VA
  • 06/2014 → 10/2023
    New York Life Insurance Co.
    Glen Allen, VA
  • 10/2014 → 09/2016
    Community College Workforce Alliance
    Richmond, VA
  • 09/2020 → 05/2021
    The Path Financial Strategies, Llc
    Glen Allen, VA
  • 10/2023 → Present
    The Prudential Insurance Company Of America
    Glen Allen, VA
  • 10/2023 → 11/2024
    Pruco Securities, Llc
    Glen Allen, VA
  • 11/2024 → Present
    Lpl Enterprise, Llc
    Glen Allen, VA
Previous Registrations
Other Businesses

1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
S63 Uniform Securities Agent State Law Examination 2014-10-14
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18
  • S63 Uniform Securities Agent State Law Examination
    2014-10-14
Designations
Other Names
  • Harry Dale Matheney
  • Harry D. Matheney
  • Dale Matheney
  • Hdale Dale Matheney
  • H Dale Matheney
  • Harry Dale Matheney

View on SEC IAPD

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OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

JOHN SICAT
JENNIFER HELTON LUZZATTO
ALISHIA AREZOU DUBOIS
MICHAEL ROBERT ANLIKER
KRISTIN ANLIKER
SUSANNAH AMELIA ORZOLEK
ANNA L CARLSON
JORDAN PETER MISTRETTA

Other Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA
STRATHMORE CAPITAL ADVISORS · Glen Allen, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CARLSON FINANCIAL · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA

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