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Hunter Bailey Mcclendon

Stone Wealth Partners LLC

Lafayette, LA

CRD 6911130

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Employer firm

Stone Wealth Partners LLC CRD 308429

$143M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Stone Wealth Partners Llc

1200 Camellia Suite 101, Lafayette, LA 70508 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-21
LA RA APPROVED 2021-08-31
  • TX RA
    APPROVED
    Since 2021-09-21
  • LA RA
    APPROVED
    Since 2021-08-31

Branch Locations

1200 Camellia Suite 101, Lafayette, LA 70508 • 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
OrganizationCityStateFromTo
Cintas Corp Lafayette LA 06/2015 02/2018
Infinex Investments, Inc. Meriden CT 02/2018 01/2021
Iberia Bank Acadia LA 02/2018 01/2021
First Horizon Advisors Lafayette LA 01/2021 08/2021
Stone Wealth Partners Lafayette LA 08/2021 Present
  • 06/2015 → 02/2018
    Cintas Corp
    Lafayette, LA
  • 02/2018 → 01/2021
    Infinex Investments, Inc.
    Meriden, CT
  • 02/2018 → 01/2021
    Iberia Bank
    Acadia, LA
  • 01/2021 → 08/2021
    First Horizon Advisors
    Lafayette, LA
  • 08/2021 → Present
    Stone Wealth Partners
    Lafayette, LA
Previous Registrations
  • 2021-01-23 → 2021-08-31
    First Horizon Advisors, Inc.
    Lafayette, LA
  • 2019-04-10 → 2021-01-22
    Osaic Institutions, Inc.
    Lafayette, LA
Other Businesses

Compensated from investment-related sales of insurance and annuities through firm

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-09
  • S66 Uniform Combined State Law Examination
    2019-04-09
Other Names
  • Hunter Bailey Mcclendon
  • Hunter Mcclendon

View on SEC IAPD

Nearby Firms

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NEWEDGE ADVISORS

Nearby Investors

Michael Shane Goff
Andre Charles Stafford
ELIAS ANTONIO RAMIREZ

Nearby Offices

PROSPERA FINANCIAL SERVICES, INC. · Lafayette, LA
LPL FINANCIAL LLC · LAFAYETTE, LA
NEWEDGE ADVISORS · Lafayette, LA

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