Hunter Ray Lloyd

Current Employers

Employment History

• 10/2013 → 10/2019
  Axa Advisors, Llc
  New York, NY
• 10/2019 → 01/2024
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 06/2020 → 12/2022
  Thrivent Advisor Network, Llc
  Austin, TX
• 01/2023 → Present
  49 Wealth Management Llc
  Austin, TX
• 01/2024 → Present
  Oakwood Capital Securities, Inc.
  Minneapolis, MN
• 06/2026 → Present
  818 Family Office
  Austin, TX

Previous Registrations

• 2020-06-23 → 2022-12-31
  Thrivent Advisor Network, Llc
  Austin, TX
  Minneapolis, MN
• 2013-10-17 → 2019-10-29
  Equitable Advisors, Llc
  Austin, TX
  Tuscola, TX
  Austin, TX

Other Businesses

1) 49 Wealth Management, LLC; Investment-related: yes; 3711 S MoPac Expy, Ste 150, Austin, TX 78746; an SEC RIA firm; Investment Adviser Representative; Financial Advisor servicing individual and small business clients since 01/2023; Approximately 90% of his time is for services as an investment advisor representative during business hours. 2) 49 Financial through Financial Independence Group; Non-Investment Related; 916 S. Capital of Texas Highway, Suite 2.100, Austin, TX 78746; Fixed Insurance Sales Agent since 10/2019; approximately 16 hours per month during business hours. 3) Oakwood Capital Group; Investment related; 916 S Capital of Texas HWY, Ste. 2.100 Austin Texas 78746; Variable product sales; Registered Representative; Advise clients on appropriate strategies; Start date: 2024-01-16; 2 Hours per month during trading hours. 4) 818 Family Office, LLC; Investment-related: yes; 3711 S MoPac Expy, Ste 150, Austin, TX 78746; an SEC RIA firm; Investment Adviser Representative; Financial Advisor servicing high net worth clinets since 06/2026; Approximately 5% of his time is for services as an investment advisor representative during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-30

Other Names

• Hunter Lloyd