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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 |
| TX | RA | APPROVED_RES | 2025-09-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Beachwood | OH | 04/2022 | Present |
| Tyler-Stone Wealth Management, Llc | Beachwood | OH | 02/2005 | Present |
| Tyler-Stone Wealth Management, Llc | Beachwood | OH | 04/2022 | Present |
1. 03/31/2022 - The Tyler Stone Group - DBA: THE TYLER-STONE GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/02/2007 - 16 Hours Per Month/1 Hour During Securities Trading. 2. 04/11/2022 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 03/30/2022 - 72Hours Per Month/ 7 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 03/2022. I expect to spend approximately 72 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. 3. 05/04/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 04/05/2022 - 4 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-26 |
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