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Advisor at LPL FINANCIAL LLC
BONITA SPRINGS, FL | BEACHWOOD, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 16, 2025 | n/a | yes | BEACHWOOD, OH|BONITA SPRINGS, FL | Current employment |
| TYLER-STONE WEALTH MANAGEMENT, LLC | Former SEC adviser | Jan 22, 2015 | Dec 15, 2025 | no | Bonita Springs, FL|BEACHWOOD, OH | Previous registration |
| THE TYLER-STONE GROUP | n/a | Sep 27, 1999 | Dec 31, 2004 | no | SHAKER HTS., OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TYLER-STONE WEALTH MANAGEMENT, LLC | LPL FINANCIAL LLC | Dec 15, 2025 | Sep 16, 2025 | -90 | Firm change after gap | RIA to ibd |
| THE TYLER-STONE GROUP | TYLER-STONE WEALTH MANAGEMENT, LLC | Dec 31, 2004 | Jan 22, 2015 | 3,674 | Firm change after gap | Other |