Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Shaker Heights | OH | 12/1995 | Present |
| Tyler-Stone Wealth Management, Llc | Shaker Heights | OH | 01/2015 | Present |
(1) 11/18/2011 - BOB STEFANOV PRODUCTIONS - TV PRODUCTION - I HAVE CHECK WRITING AUTHORITY FOR MY HUSBAND'S BUSINESS CHECKING ACCOUNTS. MY HUSBAND'S BUSINESS IS BOB STEFANOV PRODUCTIONS -- I CAN WRITE CHECKS TO PAY BUSINESS EXPENSES WHILE HE IS OUT OF TOWN OR AS NEEDED. - 1% OF TIME SPENT - SHAKER HEIGHTS, OH (2) 12/18/2012 - JEAN STEFANOV - NON-VARIABLE INSURANCE - I OFFER LIFE INSURANCE, DISABILITY INSURANCE, AND HEALTH INSURANCE AS NEEDED FOR EXISTING CLIENTS - 2% OF TIME SPENT - SHAKER HEIGHTS, OH (3) 10/23/2013 - DBA ONLY - THE TYLER-STONE GROUP - 20% OF TIME SPENT - SHAKER HEIGHTS, OH (4) 5/1/2018 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2015 - 40 Hours Per Month/2 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 02/2015. I expect to spend approximately 40 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-05-25 |
Reach out to this advisor