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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-02-02 |
Branch Locations
475 Kilvert Street Suite 135, Warwick, RI 02886 • United States
Tiverton, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newport Hospital | Newport | RI | 02/2021 | 04/2023 |
| Eastons Beach Snack Bar | Middletown | RI | 05/2018 | 10/2022 |
| Tiverton Schools | Tiverton | RI | 02/2013 | 06/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2023 | 09/2025 |
| Northwestern Mutual Investment Services, Llc | Providence | RI | 02/2023 | 09/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2023 | 09/2025 |
| Doordash | Tiverton | RI | 03/2025 | Present |
| Lpl Enterprise Llc | Warwick | RI | 11/2025 | Present |
1. 11/12/2025 - JACOB ERNEST CARLISLE, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Tiverton, RI - INV REL - Start Date 11/12/2025 - 160hrs/mth | 160hrs during trading 2. 11/12/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Tiverton, RI - INV REL - Start Date 11/12/2025 - 160hrs/mth | 160hrs during trading 3. 11/12/2025 - DoorDash - Rideshare - Tiverton, RI - NOT INV REL - Start Date 03/01/2025 - 30hrs/mth | 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-14 |
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