Patrick Joseph Perry

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-08-18

MD RA
APPROVED

Since 2026-08-18

Branch Locations

Elkridge, MD • 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
Patrick J, Perry	Chester	MD	02/2015	Present
Centaurus Financial Inc.	Anaheim	CA	07/2017	12/2020
Cambridge Investment Research, Inc.	Fairfield	IA	01/2021	08/2026
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	01/2021	08/2026
Lpl Financial Llc	Elkridge	MD	08/2026	Present

02/2015 → Present

Patrick J, Perry

Chester, MD
07/2017 → 12/2020

Centaurus Financial Inc.

Anaheim, CA
01/2021 → 08/2026

Cambridge Investment Research, Inc.

Fairfield, IA
01/2021 → 08/2026

Cambridge Investment Research Advisors, Inc.

Fairfield, IA
08/2026 → Present

Lpl Financial Llc

Elkridge, MD

Previous Registrations

2021-01-04 → 2026-08-22

Cambridge Investment Research Advisors, Inc.

Elkridge, MD

Elkridge, MD

York, PA

Chester, MD

Elkridge, MD

Other Businesses

1. 08/2026 - The CGMA Group LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 43 Hour(s)/Month – 43 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/18/2026 2. 08/2026 - Patrick J Perry - Non-Variable Insurance - Inv Related – 10 Hour(s)/Month – 10 Hour(s) During Trading – Chester, MD, 21619 – OBA Start Date: 12/06/2016

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-04
S63	Uniform Securities Agent State Law Examination	2017-12-21

S65 Uniform Investment Adviser Law Examination

2020-12-04
S63 Uniform Securities Agent State Law Examination

2017-12-21

View on SEC IAPD