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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-09
  • OH RA
    APPROVED
    Since 2024-08-09

Branch Locations

3601 Green Rd Ste 100, Beachwood, OH 44122 • United States

Shaker Heights, OH • 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 Beachwood OH 11/2018 Present
Insight2Profit Cleveland OH 01/2018 09/2018
Designer Molecules Inc San Diego CA 06/2017 10/2017
Consolidated Precision Products Eastlake OH 10/2016 06/2017
Aero Fluid Products Painesville OH 02/2016 09/2016
Jalenna Capital Llc Cleveland OH 10/2016 11/2018
Tyler-Stone Wealth Management, Llc Beachwood OH 02/2019 05/2019
Tyler-Stone Wealth Management, Llc Beachwood OH 05/2019 Present
  • 11/2018 → Present
    Beachwood, OH
  • 01/2018 → 09/2018
    Insight2Profit
    Cleveland, OH
  • 06/2017 → 10/2017
    Designer Molecules Inc
    San Diego, CA
  • 10/2016 → 06/2017
    Consolidated Precision Products
    Eastlake, OH
  • 02/2016 → 09/2016
    Aero Fluid Products
    Painesville, OH
  • 10/2016 → 11/2018
    Jalenna Capital Llc
    Cleveland, OH
  • 02/2019 → 05/2019
    Tyler-Stone Wealth Management, Llc
    Beachwood, OH
  • 05/2019 → Present
    Tyler-Stone Wealth Management, Llc
    Beachwood, OH
Previous Registrations
  • 2019-05-01 → 2025-12-15
    Tyler-Stone Wealth Management, Llc
    Beachwood, OH
Other Businesses

1. 2/15/19- The Tyler-Stone Group- DBA for LPL Business (entity for LPL business)- Inv. Related -At Reported Business Location(s)- 160 Hours Per Month/8 Hours During Securities Trading. 2. 07/10/2019 - Fiduciary Plan Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/12/2019 - 10 Hours Per Month/10 Hours During Securities Trading. 3. 1/15/2020 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/01/2019 - 160 Hours Per Month/100 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 05/2019. I expect to spend approximately 160 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. 04/22/2022 - Allegis Advisor Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 04/08/2022 - 1 Hour Per Month/1 Hour During Securities Trading. 5. 08/16/2024 - DiMenna Garofalo Ltd - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/15/2024 - 1 Hour Per Month/ 0 Hours During Trading 6. 06/24/2025 - 41DiMenna80 LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date:05/29/2025 - 20 Hrs/Mth - 0 Hrs During Trading. 7. 03/19/2026 - Design Financial Plan - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/16/2026 - 20 hours per month/ 10 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-17
  • S66 Uniform Combined State Law Examination
    2019-01-17
Designations
Other Names
  • Bill Dimenna

View on SEC IAPD

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