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Josiah Alexander Worley

LPl Financial LLC

Henrico, VA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-02-07
  • VA RA
    APPROVED
    Since 2025-02-07

Branch Locations

8805 Staples Mill Rd Suite 128, Henrico, VA 23228 • 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
Rent The Help Richmond VA 05/2021 05/2023
Hampden-Sydney College Hampden-Sydney VA 08/2020 05/2024
Benedictine College Preparatory Goochland VA 08/2016 05/2020
Lpl Financial Llc Henrico VA 05/2023 Present
  • 05/2021 → 05/2023
    Rent The Help
    Richmond, VA
  • 08/2020 → 05/2024
    Hampden-Sydney College
    Hampden-Sydney, VA
  • 08/2016 → 05/2020
    Benedictine College Preparatory
    Goochland, VA
  • 05/2023 → Present
    Lpl Financial Llc
    Henrico, VA
Other Businesses

1 - 07/26/2024 - Summit Investment Planning - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
  • S66 Uniform Combined State Law Examination
    2025-02-03

View on SEC IAPD

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