Julie Ann Workman

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-08-21

OH RA
APPROVED

Since 2026-08-21

Branch Locations

575 Copeland Mill Rd. Suite 2E, Westerville, OH 43081 • 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
Lpl Financial Llc	Westerville	OH	10/2022	Present
Edward Jones Investments	Columbus	OH	04/2016	10/2022
Supreme Touch Home Health	Columbus	OH	09/2012	01/2017

10/2022 → Present

Lpl Financial Llc

Westerville, OH
04/2016 → 10/2022

Edward Jones Investments

Columbus, OH
09/2012 → 01/2017

Supreme Touch Home Health

Columbus, OH

Other Businesses

1-08/2024 / Rockwell Financial Partners / DBA for LPL Business / Inv Rltd / start 10/14/2023 2- 08/2024 / Julie Workman / Public Notary / Inv Rltd / start 11/28/2023

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-11

S66 Uniform Combined State Law Examination

2026-08-11

Other Names

Julie Ann Shaffer

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

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