Patrick Ryan Barry

Current Employers

Lpl Financial Llc

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

Current Registrations

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

PA RA
APPROVED

Since 2026-08-18

Branch Locations

1423 East Market Street, York, PA 17403 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

York, PA • 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
Waddell & Reed, Inc	York	PA	03/2015	11/2019
Various Insurance Carriers For W&R Insurance Agencies	York	PA	09/2015	Present
Margaret E Moul Home	York	PA	11/2016	08/2026
Southern York County Business Association	Glen Rock	PA	11/2016	12/2017
Professional Referral Exchange (Pre)	Lancaster	PA	11/2016	10/2017
Southern York County Rotary Club	New Freedom	PA	07/2017	06/2019
Bni - York Iii	York	PA	10/2018	08/2026
Cambridge Investment Research, Inc.	Fairfield	IA	11/2019	08/2026
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	11/2019	08/2026
Lpl Financial Llc	York	PA	08/2026	Present

03/2015 → 11/2019

Waddell & Reed, Inc

York, PA
09/2015 → Present

Various Insurance Carriers For W&R Insurance Agencies

York, PA
11/2016 → 08/2026

Margaret E Moul Home

York, PA
11/2016 → 12/2017

Southern York County Business Association

Glen Rock, PA
11/2016 → 10/2017

Professional Referral Exchange (Pre)

Lancaster, PA
07/2017 → 06/2019

Southern York County Rotary Club

New Freedom, PA
10/2018 → 08/2026

Bni - York Iii

York, PA
11/2019 → 08/2026

Cambridge Investment Research, Inc.

Fairfield, IA
11/2019 → 08/2026

Cambridge Investment Research Advisors, Inc.

Fairfield, IA
08/2026 → Present

Lpl Financial Llc

York, PA

Previous Registrations

2019-11-01 → 2026-08-25

Cambridge Investment Research Advisors, Inc.

York, PA
2015-09-11 → 2019-11-05

Waddell & Reed

York, PA

Camp Hill, PA

Hamden, CT

Other Businesses

1. 8/2026 - Patrick Barry - Tax Prep/Accounting/CPA - INV REL - 5 Hour(s)/Month – 0 Hour(s) During Trading - York PA 17402 - OBA Start date: 01/01/2023 2. 8/2026 - Patrick Barry - Non-Variable Insurance - INV REL - 10 Hour(s)/Month – 10 Hour(s) During Trading - York PA 17403 - OBA Start date: 09/01/2015 3. 8/2026 - Conte Wealth Advisor - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/18/2026 4. 8/2026 - Trusted Wealth Advisors, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - York PA 17403 - OBA Start date: 01/01/2025

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-09-11
S63	Uniform Securities Agent State Law Examination	2015-05-30

S65 Uniform Investment Adviser Law Examination

2015-09-11
S63 Uniform Securities Agent State Law Examination

2015-05-30

View on SEC IAPD