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Advisor at STOKES FAMILY OFFICE LLC
NEW ORLEANS, LA
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 |
|---|---|---|---|---|---|---|
| STOKES FAMILY OFFICE LLC | Independent wealth | May 31, 2023 | n/a | yes | NEW ORLEANS, LA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Feb 9, 2023 | Apr 26, 2023 | no | New Orleans, LA | Previous registration |
| STOKES FAMILY OFFICE LLC | Independent wealth | May 20, 2019 | Jan 4, 2023 | no | NEW ORLEANS, LA | Previous registration |
| STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | Former SEC adviser | Oct 2, 2017 | Jul 16, 2019 | no | NEW ORLEANS, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | STOKES FAMILY OFFICE LLC | Apr 26, 2023 | May 31, 2023 | 35 | Firm change | Wirehouse to RIA |
| STOKES FAMILY OFFICE LLC | J.P. MORGAN SECURITIES LLC | Jan 4, 2023 | Feb 9, 2023 | 36 | Firm change | RIA to wirehouse |
| STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | STOKES FAMILY OFFICE LLC | Jul 16, 2019 | May 20, 2019 | -57 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 172937:300899:LA:2019-07-16 | Jul 16, 2019 | May 20, 2019 | NEW ORLEANS, LA | Firm change after gap |