William Philip Tyler

Current Employers

Employment History

• 03/1984 → Present
  Connecticut General Life Ins. Co.
  Bloomfield, CT
• 02/1997 → Present
  Tyles-Stone Group
  Shaker Hgts, OH
• 09/1998 → Present
  Lpl Financial Llc
  Shaker Heights, OH
• 01/2015 → Present
  Tyler-Stone Wealth Management, Llc
  Shaker Heights, OH

Previous Registrations

• 2015-01-22 → 2025-12-15
  Tyler-Stone Wealth Management, Llc
  Bonita Springs, FL
  Beachwood, OH
• 1999-09-27 → 2004-12-31
  The Tyler-Stone Group
  Shaker Hts., OH

Other Businesses

1. 12/14/2000 - NO BUSINESS NAME - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION 2. 1/23/2002 - NO BUSINESS NAME - REAL ESTATE FOR INVESTMENT PURPOSES - INV REL - AT REPORTED BUSINESS LOCATION 3. 8/28/2003 - NO BUSINESS NAME - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - INDIVIDUAL & GRP MEDICAL INSURANCE 4. 2/8/2005 - THE TYLER-STONE GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - THE TYLER-STONE GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) 5. 2/2/2010 - Lincoln Benefit Life - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - APPOINTMENT WITH LINCOLN BENEFIT LIFE IN ORDER TO SERVICE AN OLD TERM LIFE INSURANCE POLICY OPENED IN 1996. - TIME SPENT 2% 6. 02/08/2015 - STONE FINANCIAL ADVISORS, INC. - INSURANCE AGENCY - INV REL - AT REPORTED BUSINESS LOCATION(S) - NO TIME SPENT 7. 5/15/2017 - Tyler Family Properties LLC - Investment Related - Kauai, HI - Real Estate Rental - Started 04/05/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 8. 5/1/2018 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2015 - 55 Hours Per Month/3 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 55 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. 9. 10/30/2023 - Allegis - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Agent for Life & Long-term Care - Start Date: 10/17/2023 - 1 Hr/Mo; 1 hr During Trading 10. 03/26/2026 - Tyler Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 30 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-09-09

Designations

Other Names

• W P Tyler
• William Tyler
• Bill Tyler
• William P Tyler
• Willard Philip (Jr) Tyler
• Willard Philip Tyler