Cory Glenn Triolo

LPl Financial LLC

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Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2023-01-23
NC	RA	APPROVED	2023-01-12

SC RA
APPROVED

Since 2023-01-23
NC RA
APPROVED

Since 2023-01-12

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	10/2009	12/2022
Lpl Financial Llc	Fort Mill	SC	01/2023	Present

10/2009 → 12/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
01/2023 → Present

Lpl Financial Llc

Fort Mill, SC

Previous Registrations

2009-10-23 → 2022-12-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Charlotte, NC

Charlotte, NC

New York, NY

Charlotte, NC

Atlanta, GA

New York, NY

Charlotte, NC
2005-03-30 → 2009-10-23

Banc Of America Investment Services, Inc.

Charlotte, NC

Boston, MA

Charlotte, NC

Charlotte, NC

Charlotte, NC
2004-04-28 → 2005-03-14

Ameriprise Financial Services, Llc

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-04-09

S66 Uniform Combined State Law Examination

2004-04-09

Other Names

Cory Glenn Barnes

View on SEC IAPD

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INSIGHT SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SCHWAB WEALTH ADVISORY, INC.

PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL

Tamrah Jennifer Bordini

MATTHEW N WALLEN

RAMIRO IGNACIO PARES

NILDA MELGAREJO DE BOYRIE

STEVEN Samuel SHANEYFELT

Katie Wineski Riegel

Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC

BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC

WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC

INSIGHT SECURITIES, INC. · Fort Mill, SC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC

EDWARD JONES · FORT MILL, SC

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