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Shaun Thomas Scott

Old Forge Wealth Management, LLC

Warwick, RI

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Current Employers
Old Forge Wealth Management, Llc

3351 Post Road First Floor, Warwick, RI 02886 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-09-06
NE RA APPROVED 2023-08-24
FL RA APPROVED 2023-08-23
TX RA APPROVED_RES 2023-03-28
RI RA APPROVED 2022-11-01
  • MA RA
    APPROVED
    Since 2023-09-06
  • NE RA
    APPROVED
    Since 2023-08-24
  • FL RA
    APPROVED
    Since 2023-08-23
  • TX RA
    APPROVED_RES
    Since 2023-03-28
  • RI RA
    APPROVED
    Since 2022-11-01

Branch Locations

3351 Post Road First Floor, Warwick, RI 02886 • 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
OrganizationCityStateFromTo
Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) North Kingstown RI 06/1996 06/2024
Old Forge Wealth Management, Llc North Kingstown RI 09/2022 Present
  • 06/1996 → 06/2024
    Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
    North Kingstown, RI
  • 09/2022 → Present
    North Kingstown, RI
Previous Registrations
Other Businesses

1. 10/20/04 - NON-VARIABLE INSURANCE - INV RELATED - At Reported Business Location(s) 2. 4/15/08 - Notary - VALUE ADDED SERVICE - NOT INVESTMENT RELATED - NORTH KINGSTOWN, RI. 3. 12/23/11 - REAL ESTATE RENTAL - PERSONAL ASSET - INVESTMENT RELATED - 2% OF TIME SPENT - URUGUAY. 4. 9/10/19 - Dogwood Properties, LLC - Investment related - Fleming Ln, Lubec, ME - Real Estate Rental - start date:10/15/2019 - 1 hr/mo - 0 hrs during trading. 5. 9/10/19 - Dogwood Properties, LLC - Investment related - Bar Road, Lubec, ME - Real Estate Rental - start date:10/15/2019 - 1 hr/mo - 0 hrs during trading. 6. 10/9/20 - LTCI Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/24/2020 - 5 Hours Per Month/3 Hours During Securities Trading 7. 11/12/20 - Art Jetter & Company - Insurance Marketing - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/25/20 - 3 Hours A Month During Securities Trading. 8. 6/3/26 - Ownership of Building Old Forge Operates In - Rental Income - Investment Related - Post Rd, Warwick, RI - 0 hr/mo - Second Floor Apartment Rental 9. 04/22/2025 - Dogwood Labradors - Dog Breeding Business - Non-Investment Related - North Kingstown, RI 02852 - 0 hr/mo 10. 04/22/2025 - Trout Estate Trustee - Family Farm Ownership, Includes Managing Two Schwab Accounts, no advisory fee - Portsmouth RI 02871 - 20% ownership - 8 hr/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-07
S63 Uniform Securities Agent State Law Examination 1989-01-13
  • S65 Uniform Investment Adviser Law Examination
    1997-08-07
  • S63 Uniform Securities Agent State Law Examination
    1989-01-13

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