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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Shaker Heights | OH | 01/2015 | Present |
| Tyler-Stone Wealth Management, Llc | Shaker Heights | OH | 02/2015 | Present |
1. 01/27/15-TYLER-STONE GROUP/DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/80%/20820 CHAGRIN BLVD, #200 2. 01/27/2015-CRUMP/NON-VARIABLE INSURANCE/INSURANCE AGENT OFFERING TERM AND LTC/20%/8950 CAL CENTER DRIVE, SACRAMENTO, CA 95826 3. 07/25/2016 * Berson Sokol * Non-Variable Insurance * INV REL * 20820 Chagrin Blvd, Suite 200, Shaker Hts, OH 44122 * Insurance Agent, Berson/Sokol, not paid at carrier level, not an owner * START 07/01/2016 * 5 HRS/MO; 5 DURING SECS TRDG HRS. 4. 5/1/2018 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2015 - 55 Hours Per Month/3 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 55 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. 5. 8/1/2018 - Eastern Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:05/01/2018 - 5 Hours Per Month/0 Hours During Trading. 6. 11/28/2018 - Merz Agency - Investment Related - 20820 Chagrin Blvd, Suite 200, Shaker Hts, OH 44122 - Non-Variable Insurance - Started 10/01/2018 - 2 Hours Per Month During Securities Trading. 7. 04/25/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 5 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-05 |
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