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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-08 |
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