Daniel Lamacchia has been Managing Principal of Worthington Financial Partners since March 2021, is a control person of the firm and directly owns 75% or more of it.
Worthington Financial Partners LLC is a Worthington, OH firm with $154M under management, 336 clients and 3 advisers in one office, as of its March 2026 filing.
Dan LaMacchia is President & Owner of Worthington Wealth Management. LaMacchia launched the firm in 2021 after nearly four decades in the industry. He started his career selling municipal bonds on full commission and has served as a FINRA arbitrator for nearly two decades.
Daniel Lamacchia’s longest registration was 9 years at Benjamin F. Edwards & Company, Incorporated (2012–2021). Before joining Worthington Financial Partners in 2021, Daniel Lamacchia was registered through Benjamin F. Edwards & Company, Incorporated and Wells Fargo Advisors, LLC.
- – present · 5 yearsWorthington, OH · Adviser representative · Firm CRD 312951
- Benjamin F. Edwards & Company, Incorporated– · 9 yearsColumbus, OH · Adviser representative · Firm CRD 146936
- Wells Fargo Advisors, LLC– · 4 yearsDublin, OH · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 8 yearsDublin, OH · Adviser representative · Firm CRD 4
Professional designations
Listed by Worthington Financial Partners
- CFP®
Investment adviser representative registrations
Daniel Lamacchia is registered as an investment adviser representative in 2 states. Each was approved in April 2021.
- OhioSince 30 April 2021
- TexasSince 30 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 5 June 2012 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 15 May 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 March 1996 |
| Series 24 | General Securities Principal Examination | 15 February 1991 |
| Series 7 | General Securities Representative Examination | 14 April 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Richard Lamacchia
- CRD
- 1253052
- Firm
- Worthington Financial Partners · CRD 312951
- Role
- Managing Principal
- Office
- 57 EAST WILSON BRIDGE ROAD, SUITE 300, Worthington, OH 43085
- Registration
- Investment adviser registration
- In the industry since
- May 1984
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- worthingtonwealth.com
Where does Daniel Lamacchia work?
Daniel Lamacchia has been Managing Principal of Worthington Financial Partners LLC since March 2021, and is a control person of the firm.
Is Daniel Lamacchia a financial advisor?
Yes. Daniel Lamacchia has a current investment-adviser registration in Ohio and Texas, through Worthington Financial Partners since April 2021.
How many years of experience does Daniel Lamacchia have?
Daniel Lamacchia has 42 years in the financial industry, since May 1984, across 4 adviser firms.
What exams has Daniel Lamacchia passed?
Daniel Lamacchia has passed 5 licensing exams: the Series 7, Series 24, Series 63, Series 10 and Series 9. The earliest, the Series 7, was passed in April 1984. FINRA credited Daniel Lamacchia with the SIE, which began in October 2018.
Where did Daniel Lamacchia work before Worthington Financial Partners?
Before Worthington Financial Partners, Daniel Lamacchia was registered through Wells Fargo Advisors, LLC, January 2008 to March 2012; A. G. Edwards & Sons, Inc., January 2000 to January 2008.
Where is Daniel Lamacchia based?
Daniel Lamacchia’s registered office is in Worthington, OH.
Is Daniel Lamacchia registered with FINRA?
No. Daniel Lamacchia has no current broker registration.
Is Daniel Lamacchia a CFP?
Worthington Financial Partners lists Daniel Lamacchia with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Daniel Lamacchia’s record?
Search CRD 1253052 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Lamacchia’s full registration record.
