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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-10-27 |
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
777 International Parkway Suite #180, Flower Mound, TX 75022 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2008 | 07/2021 |
| Stokes Family Office, Llc | Grapevine | TX | 01/2023 | Present |
| Retired | Grapevine | TX | 08/2021 | 12/2022 |
1. G Interests, LLC (single member/owner LLC) Holding company for CellarBrowser and East Texas Wine Partners, 2618 Peninsula Drive, Grapevine, TX; Not investment related; Import winery; President/Owner of LLC; Established 08/2024; 5-10 Hours per month; 1-3 During trading hours; Business oversight and relationship building. 2. Quien Sabe Vino, LLC; 62% OWNER, which owns 50% of CELLARBROWSER, INC. (stake own through Quien Sabe Vino, LLC, set up exclusively for that purpose); Not investment related; 110 Mesa Avenue, Piedmont, CA 94611; Wine Import Business; President and 50% Owner; 03/22/2022; 5-10 hours per month; 1-3 during trading hours; Business oversight and relationship building. 3. East Texas Wine Partners, LLC(DBA: Hendo Ranch Winery): 20% Owner through G Interests, LLC; President/Founder; Not Investment Related. Established March 2025; 8-10 (combined); 11173 CR 456, Henderson, TX 75654. Business oversight and relationship building.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-24 |
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