Todd Michael Barney

Current Employers

Employment History

• 05/2026 → Present
  Lpl Financial, Llc
  Burlingame, CA
• 05/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ
• 01/2016 → 05/2019
  Oppenheimerfunds Distributor, Inc
  Centennial, CO
• 05/2019 → 07/2024
  Invesco Distributors, Inc.
  Altanta, GA
• 07/2024 → 05/2026
  Potentia Wealth
  San Jose, CA

Previous Registrations

• 2024-07-29 → 2026-05-14
  Potentia Wealth
  San Jose, CA
• 2010-06-25 → 2010-12-16
  Voya Investment Management Co. Llc
  New York, NY

Other Businesses

1. 05/2026 - Purpose Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 5/15/2026 2. 05/2026 - 1030Capital, Inc - Business Entity For Tax/Investment Purposes Only - Investment related - Burlingame CA 94010 - 00 Hrs/Mth - 00 Hrs During Trading - OBA start date: 12/30/2024 3. 05/2026 - Todd Barney - Non-Variable Insurance - Investment related - Burlingame CA 94010 - 10 Hrs/Mth - 10 Hrs During Trading - OBA start date: 06/01/2026 4. 06/04/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 04/27/2026 - 160 hours per month/ during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 04/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-04
• S63 Uniform Securities Agent State Law Examination
  2000-01-14

Designations