Gregory Joseph Harris

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → Present
  Lpl Financial Llc (F/K/A Linsco Private Ledger)
  Shaker Heights, OH
• 01/2015 → Present
  Tyler-Stone Wealth Management, Llc
  Shaker Heights, OH

Previous Registrations

• 2015-01-22 → 2025-12-15
  Tyler-Stone Wealth Management, Llc
  Beachwood, OH
• 2002-10-29 → 2005-11-17
  Ubs Financial Services Inc.
  Cleveland, OH

Other Businesses

(1) 10/02/2008 - HARRIS FINANCIAL SERVICES, INC. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 09/30/2014 - THE TYLER-STONE GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 160 HOURS PER MONHT - SHAKER HEIGHTS, OH (3) 5/1/2018 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2015 - 100 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Tyler-Stone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 02/2015. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 09/27/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - financial advisor - Start Date - 11/15/2005 - 5 Hours Per Month/5 Hours During Securities Trading (5) 12/12/2025 - Michael's - Outside/W-2 Employment - stocking and restocking inventory - Broken Arrow, OK - Not Investment Related - Start Date 07/03/2025 - 35 hours per month/ 0 hours during trading (6) 01/27/2026 - Gilliland Oil & Gas - Other - Inherited Lease Rights - Not Investment Related - Hennessey, OK - Start Date 09/18/2016 - 0 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2000-12-08