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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 | Willowick | OH | 08/2019 | Present |
| Hupp Tax Service | Willowick | OH | 02/2016 | Present |
| Tyler-Stone Wealth Management | Willowick | OH | 05/2019 | 01/2020 |
| Tyler-Stone Wealth Management, Llc | Willowick | OH | 01/2020 | Present |
1. 8/20/2019 - HUPP TAX SERVICE - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started 2/2016 - 220 Hours Per Month During Securities Trading - Time Spent 100%. 2. 9/25/2019 - Tyler-Stone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 5-31-2019 - 32 Hours Per Month - Time Spent 20% - I provide administrative support to Tyler-Stone Wealth Management, an independent investment advisor firm. I started this business activity in 5/2019. I expect to spend approximately 32 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. 1/9/2020 - Tyler-Stone Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 120 Hours Per Month/6 Hours During Securities Trading. 4. 2/5/2020 - Tyler-Stone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/01/2020 - 120 Hours Per Month/6 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 01/2020. I expect to spend approximately 120 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-20 |
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