Inactive

William Morgan Stone

Avidian Wealth Solutions

Claim This Profile

Current Employers

Avidian Wealth Solutions

800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-19

TX RA
APPROVED

Since 2023-01-19

Branch Locations

4210 Spicewood Springs Rd Bldg E, Austin, TX 78759 • United States

800 Town & Country Blvd Ste 220, Houston, TX 77024 • 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

Organization	City	State	From	To
Stone Asset Management, Inc.	Austin	TX	06/2004	09/2023
Avidian Wealth Solutions, Llc	Houston	TX	01/2023	Present

06/2004 → 09/2023

Stone Asset Management, Inc.

Austin, TX
01/2023 → Present

Avidian Wealth Solutions, Llc

Houston, TX

Previous Registrations

2004-09-07 → 2023-10-09

Dba Stone Wealth Management

Austin, TX

Austin, TX

Austin, TX

Designations

Other Names

Morgan Stone

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION

EVERLONG FINANCIAL

HARRELL INVESTMENT PARTNERS, LLC

WEATHERGAGE CAPITAL, LLC

LBJ FAMILY WEALTH ADVISORS, LTD.

JAMES S. MARROQUIN, CFP

OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK

ALEXANDER BURTON YEAGER

Jonathan Martin Haefner

David Nathan Van Winkle

DILDA DEEPAK DALVI

ANNA VICTORIA BODINE

Stephanie Caroline Morgan

ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX

EVERLONG FINANCIAL · AUSTIN, TX

EDWARD JONES · Austin, TX

HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX

WEATHERGAGE CAPITAL, LLC · AUSTIN, TX

LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX

JAMES S. MARROQUIN, CFP · AUSTIN, TX

OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor