Henry Thomas Petry

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-07-10

CT RA
APPROVED

Since 2025-07-10

Branch Locations

Madison, CT • 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
Lpl Financial Llc	Madison	CT	07/2025	Present
Henry T Petry, Clu, Chfc	Madison	CT	04/1981	Present
Next Financial Group, Inc	Madison	CT	05/2004	07/2025

07/2025 → Present

Lpl Financial Llc

Madison, CT
04/1981 → Present

Henry T Petry, Clu, Chfc

Madison, CT
05/2004 → 07/2025

Next Financial Group, Inc

Madison, CT

Previous Registrations

2008-09-09 → 2025-07-10

Next Financial Group, Inc.

Madison, CT

Other Businesses

1- 07/2025 - Henry T. Petry, CLU, ChFC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/31/1981 - 4 hours per month/ 1 hour during trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-06-10

S63 Uniform Securities Agent State Law Examination

1997-06-10

Designations

Chartered Financial Consultant

View on SEC IAPD