Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-01
TX RA APPROVED 2019-11-27
  • VA RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2019-11-27

Branch Locations

1415 Rolkin Court Ste 202, Charlottesville, VA 22911 • United States

107 Lago Verde Lane, Belton, TX 76513 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 07/2008 01/2018
Bank Of America, N.A. Houston TX 12/2009 01/2018
Unemployed Belton TX 01/2018 11/2019
Lpl Financial, Llc Belton TX 11/2019 Present
Private Advisor Group Belton TX 03/2018 Present
Previous Registrations
Other Businesses

1. 11/27/2019 - PEO International - Not Investment Related - 3700 Grand Ave Des Moines, IA 50312 - Non-Profit Board Member - Treasurer - Started 3/1/2018 - Treasurer of local chapter. 2. 11/27/2019 - Arcuri Associates Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 3. 12/5/2019 - Private Advisor Group - DBA: (HYbrid) Acuri & Associates - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - ADMIN. - Started 3/1/2018 - 3 Hours Per Month - Time Spent 5% - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2018. I expect to spend approximately 3 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. 12/5/2019 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. - Started 3/1/2018 - 3 Hours Per Month - Time Spent 5% - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 3/2018. I expect to spend approximately 3 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. 5. 10/18/2021 - Steph and Sons - Not Investment Related - At Reported Business Location(s) - Other-Furniture Restoration - Owner - Start Date: 11/01/2021 - 4 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-18
  • S66 Uniform Combined State Law Examination
    2008-11-18
Other Names
  • Stephanie Lyn Tyler
  • Stephanie L Tyler

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlottesville, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor