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Gregory Joseph Harris

LPl Financial LLC

Beachwood, OH

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-17
  • OH RA
    APPROVED
    Since 2025-06-17

Branch Locations

3601 Green Rd Ste 100, Beachwood, OH 44122 • 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 (F/K/A Linsco Private Ledger) Shaker Heights OH 11/2005 Present
Tyler-Stone Wealth Management, Llc Shaker Heights OH 01/2015 Present
  • 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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-08
  • S66 Uniform Combined State Law Examination
    2000-12-08

View on SEC IAPD

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