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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| 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 | Beachwood | OH | 06/2016 | Present |
| Tyler-Stone Wealth Management, Llc | Beachwood | OH | 02/2022 | Present |
1. 2/15/2022 - Tyler-Stone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/19/2021 - 20 Hours Per Month/1 Hours During Securities Trading - I provide investment advisory services through Tyler-Stone Wealth Management, an independent investment advisor firm. I started this business activity in 7/2021. I expect to spend approximately 20 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. 2. 2/15/2022 - Stone Financial Advisors, Inc. dba Tyler-Stone Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/19/2021 - 20 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-16 |
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