Barry Jonathan Reid

Current Employers

Employment History

• 05/1982 → Present
  Intervest Consultants Ltd.
  Woodland Hills, CA
• 08/1994 → 08/2024
  Lpl Financial Llc
  Des Moines, WA
• 01/2023 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 1994-10-04 → 2023-02-28
  Lpl Financial Llc
  Des Moines, WA
  Mill Creek, WA
• 1998-05-27 → 2009-11-01
  Financial Design Group, Inc.
  Des Moines, WA

Other Businesses

1) Merit Financial Advisors. Investment Related. At registered location. RIA. Investment Advisor. 08/2024. Hrs/month 160 all during trading hours. Service clients. 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 08/2024. Hrs/month 1 all during trading hours. Provide insurance advice based on the needs of client(s). 3) Pierce County Alliance. Investment Related. 510 Tacoma Avenue South Tacoma, WA 98402. Investor, Minority Partner, Board of Directors. Charitable, Non-Profit. 01/2024. Hrs/month 1 all during trading hours. Supplying the start-up capital. 4) Rapid Rabbit LLC. Not Investment Related. At registered location. Real Estate Rental. Director. 09/2009. Hrs/month 1 all during trading hours. Hold real estate in LLC. 5) PKS. Investment Related. At the registered location. RR of BD. Commission compensation. 6) Intervest Consultants; Not investment-related; 27604 Marine View Dr. S Des Moines WA 98198; Owner; 01/01/1981; 0 hours monthly; 0 hours during securities trading hours; This is a DBA for when I was an independent contractor. I don't use it except when relevant for tax returns. 7) Financial Design Group; Investment-related; 27604 Marine View Dr. S. Des Moines WA 98198; President; 08/02/1994; 0 hours monthly; 0 hours during securities trading hours; Merit required that we keep this business open until the final payment of our contract with them is paid out. Then we can close it down. 8)Pierce County Allinance Borad of Directors; Not investment-related; 510 Tacoma Ave S, Tacoma, WA 98402; Uncompensated volunteer board member; President; 01/01/1992; 2 hours monthly; 0 hours during securities trading hours; This is a grant funded, not-for-profit 501(c)(3) organization. I'm an unpaid board member. Our board operates as an advisory adjunct to PCA. We meet every two months for about two hours. 9) Executor for the Estate of Jeanne Stilwell; Investment-related; 27604 Marine View Dr. S. Des Moines, WA 98198; I am the Executor of her Estate. I will be performing the duties of the Executor. I do not intend to take any compensation for this function. I will only collect any reimbursements for expenditures that I front to the estate, which I do not expect to do; Executor; 2026-06-17; 20 hours monthly; 0 hours during securities trading hours; I will not be doing any securities or real estate transactions, except those associated with the settlement of the Estate. There MAY be some sales involved, but that cannot be determined at this time. What IS CERTAIN is that I will earn NO commissions or advisory fees for these activities (if any).

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-26
• S63 Uniform Securities Agent State Law Examination
  1983-03-15