Charles Patrick Barry

Current Employers

Berkeley Capital Partners, Llc

3000 Heritage Walk Suite 301, Milton, GA 30004 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2015-08-20

GA RA
APPROVED

Since 2015-08-20

Branch Locations

3000 Heritage Walk Suite 301, Milton, GA 30004 • 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
Berkeley Capital Partners, Llc	Norcross	GA	08/2015	Present
Triad Advisors, Inc.	Norcross	GA	08/2015	Present

08/2015 → Present

Berkeley Capital Partners, Llc

Norcross, GA
08/2015 → Present

Triad Advisors, Inc.

Norcross, GA

Previous Registrations

2009-09-01 → 2015-08-25

Wells Fargo Advisors Financial Network, Llc

Atlanta, GA

Norcross, GA
2005-09-26 → 2009-09-23

Ubs Financial Services Inc.

Alpharetta, GA

Alpharetta, GA
2005-01-14 → 2005-09-26

Truist Investment Services, Inc.

Atlanta, GA
2003-01-22 → 2003-07-09

J.P. Morgan Securities Llc

Atlanta, GA

Other Businesses

1)BERKELEY CAPITAL PARTNERS,LLC;INVESTMENT RELATED;3500 PARKWAY LANE,SUITE 430,NORCROSS,GA 30092;RIA;FINANCIAL ADVISOR;8/2015;40 HRS/MONTH;6.5 HRS DURING TRADING;FINANCIAL ADVICE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1991-06-18
S63	Uniform Securities Agent State Law Examination	1982-12-28

S65 Uniform Investment Adviser Law Examination

1991-06-18
S63 Uniform Securities Agent State Law Examination

1982-12-28

Other Names

Charlie Patrick Barry
Charles Patrick Barry

View on SEC IAPD

Current Employers

Berkeley Capital Partners, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews