DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Stokes Family Office LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Hannah Reed Tucker | Montz Harcus Wealth Management independent RIA | Stokes Family Office LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 5, 2026 |
| Daniel Wayne Becker | Strata Wealth Advisors, LLC independent RIA | Stokes Family Office LLC independent RIA | RIA to RIA | Sep 5, 2025 | Aug 29, 2025 |
| Rachael Richard | J.P. Morgan Securities LLC wirehouse | Stokes Family Office LLC independent RIA | Wirehouse to independent RIA | Apr 26, 2023 | May 31, 2023 (35 d) |
| Aimee Lynn Charrier | Cetera Investment Advisers LLC BD affiliated | Stokes Family Office LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2022 | Oct 31, 2022 |
| Charles Michael Tiblier | Hancock Whitney Investment Services Inc. BD affiliated | Stokes Family Office LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 28, 2021 | Oct 20, 2021 |
| Patrick T Mckay | Ladenburg Thalmann Asset Management Inc independent RIA | Stokes Family Office LLC independent RIA | RIA to RIA | Mar 16, 2020 | Apr 3, 2020 |
| David Carl Stokes | Stokes & Hubbell Capital Management, LLC independent RIA | Stokes Family Office LLC no RAUM | RIA to a newly registered adviser | Jul 16, 2019 | May 30, 2019 |
| Gregory John Stokes | Stokes & Hubbell Capital Management, LLC independent RIA | Stokes Family Office LLC no RAUM | RIA to a newly registered adviser | Jul 16, 2019 | May 30, 2019 |
| Douglas Matthew Stokes | Stokes & Hubbell Capital Management, LLC independent RIA | Stokes Family Office LLC no RAUM | RIA to a newly registered adviser | Jul 16, 2019 | May 30, 2019 |
| Rachael Richard | Stokes & Hubbell Capital Management, LLC independent RIA | Stokes Family Office LLC no RAUM | RIA to a newly registered adviser | Jul 16, 2019 | May 20, 2019 |
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10 moves match.