Henry Lamb Richter

Employer firm

Worthington Wealth Management CRD 312951

$154M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 09/2016
  Morgan Stanley & Co., Incorporated
  Columbus, OH
• 06/2009 → 09/2016
  Morgan Stanley Smith Barney
  Columbus, OH
• 01/2015 → 09/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2016 → 06/2017
  Unemployed
  Columbus, OH
• 06/2017 → 04/2021
  Benjamin F. Edwards & Co.
  Columbus, OH
• 04/2021 → Present
  Worthington Wealth Management
  Worthington, OH

Previous Registrations

• 2017-06-13 → 2021-05-04
  Benjamin F. Edwards & Company, Inc.
  St. Louis, MO
  Columbus, OH
• 2009-06-01 → 2016-09-30
  Morgan Stanley
  Columbus, OH
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Columbus, OH
• 1999-07-06 → 2007-04-02
  Morgan Stanley Dw Inc.
  Columbus, OH
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-21
• S63 Uniform Securities Agent State Law Examination
  1985-04-01