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1100 Poydras St Ste. 2775, New Orleans, LA 70163 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
1100 Poydras St Ste. 2775, New Orleans, LA 70163 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Oak Financial Group | Dallas | TX | 05/2013 | 06/2017 |
| Lincoln Financial Advisors Corporation | Addison | TX | 05/2013 | 10/2020 |
| Mutual Securities, Inc. | Camarillo | CA | 10/2020 | 06/2023 |
| Strata Wealth Advisors, Llc | Dallas | TX | 10/2020 | 08/2025 |
| Stokes Family Office, Llc | Dallas | TX | 08/2025 | Present |
1. Independent Insurance Agent, Start Date: 02/01/2016, Dallas, TX; Sole Proprietor, Insurance Agent, Agent, Develop solutions with insurance for clients and provide through appointed insurance companies, Investment Related, 4 Hours per month, Less than 1 Hour per day during trading hours. 2. Becker Strata Holdings LLC; not investment-related; Dallas, TX; holding company; Manager; started 01/2022; zero hours per month; no duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-06 |
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