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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-09 |
Branch Locations
3601 Green Rd Ste 100, Beachwood, OH 44122 • United States
Shaker Heights, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-17 |
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