Matthew Dean Carlisle

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-18
IA	RA	APPROVED	2024-11-25

TX RA
APPROVED

Since 2025-07-18
IA RA
APPROVED

Since 2024-11-25

Branch Locations

3406 F Ave Nw, Cedar Rapids, IA 52406 • United States

500 1St Ave Ne, Cedar Rapids, IA 52401 • 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
Cedar Rapids Bank & Trust	Cedar Rapids	IA	01/2018	Present
Bank Of The West	Overland Park	KS	08/2016	12/2017
Lpl Financial	Cedar Rapids	IA	05/2024	Present

01/2018 → Present

Cedar Rapids Bank & Trust

Cedar Rapids, IA
08/2016 → 12/2017

Bank Of The West

Overland Park, KS
05/2024 → Present

Lpl Financial

Cedar Rapids, IA

Other Businesses

1- 07/08/2024 / Cedar Rapids Investment Consulting / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 07/08/2024 / Notary of Iowa / Notary / Investment Related / 1 hr mth / 1 hr during trading / Cedar Rapids, IA / Start date: 01/23/2018

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-22

S66 Uniform Combined State Law Examination

2024-11-22

Other Names

Matt Carlisle

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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