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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-15 |
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 (Formerly: Linsco/Private Ledger Corp.) | Shaker Heights | OH | 04/2004 | Present |
| Tyler-Stone Wealth Management, Llc | Shaker Heights | OH | 01/2015 | Present |
(1)INVOLVEMENT AS AN INDEPENDENT INSURANCE AGENT SELLING LIFE, DISABILITY, LONG TERM CARE, INDIVIDUAL AND GROUP HEALTH INSURANCE PRODUCTS AND FIXED ANNUITIES / SHAKER HEIGHTS, OH / APPROVED MAY 3, 2004 (2) 11/12/08- TYLER-STONE GROUP/ DBA/ SHAKER HEIGHTS, OH (3) 5/1/2018 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2015 - 20 Hours Per Month/1 Hour 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 20 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 | 1991-12-09 |
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