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Skyler Cooper Forrest Stokes

Aloha Wealth Partners

Cardiff, CA

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Current Employers
Aloha Wealth Partners

Cardiff, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-09-03
  • CA RA
    APPROVED
    Since 2021-09-03

Branch Locations

Cardiff, CA • 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
Stokes Financial Group San Diego CA 12/2014 12/2018
Centaurus Financial Inc. Anaheim CA 01/2019 04/2019
Newport Wealth Advisors Newport Beach CA 01/2019 03/2019
Plan Design Consultants Foster City CA 03/2019 03/2020
Skyler Stokes Insurance San Diego CA 11/2015 Present
Retirement Wealth Advisors Encinitas CA 04/2019 09/2021
Aloha Wealth Partners Encinitas CA 04/2020 09/2021
Independent Finangial Group San Diego CA 07/2013 12/2018
Emerson Equity San Mateo CA 03/2021 Present
Aloha Wealth, Llc Dba Aloha Wealth Partners Encinitas CA 06/2021 Present
Pair It Del Mar CA 01/2025 Present
  • 12/2014 → 12/2018
    Stokes Financial Group
    San Diego, CA
  • 01/2019 → 04/2019
    Centaurus Financial Inc.
    Anaheim, CA
  • 01/2019 → 03/2019
    Newport Wealth Advisors
    Newport Beach, CA
  • 03/2019 → 03/2020
    Plan Design Consultants
    Foster City, CA
  • 11/2015 → Present
    Skyler Stokes Insurance
    San Diego, CA
  • 04/2019 → 09/2021
    Retirement Wealth Advisors
    Encinitas, CA
  • 04/2020 → 09/2021
    Encinitas, CA
  • 07/2013 → 12/2018
    Independent Finangial Group
    San Diego, CA
  • 03/2021 → Present
    Emerson Equity
    San Mateo, CA
  • 06/2021 → Present
    Aloha Wealth, Llc Dba Aloha Wealth Partners
    Encinitas, CA
  • 01/2025 → Present
    Pair It
    Del Mar, CA
Previous Registrations
Other Businesses

1)SKYLER STOKES INSURANCE; INVESTMENT RELATED; 445 MARINE VIEW AVE STE 300 DEL MAR CA 92014; INSURANCE SALES; OWNER; STARTED 11/2015; 10 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INDEPENDENTLY SELL INSURANCE PRODUCTS. 2) ALOHA WEALTH PARTNERS RIA-INVESTMENT RELATED, 445 MARINE VIEW AVE, STE 300 DEL MAR CA 92014-OWNER, INVESTMENT ADVISORY FIRM, 10 HOURS A MONTH DURING SECURITIES TRADING HOURS. CREATING FINANCIAL PLANS, BUILDING RETIRMENT PLANS. 9/2021 3)EMERSON EQUITY; INVESTMENT RELATED; 155 BOVET ROAD; SAN MATEO, CA 94402; BROKER DEALER; REGISTERED REPRESENTATIVE; STARTED 03/2021; 4 HOURS/MONTH DEVOTED; 4 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; WILL REMAIN REGISTERED FOR A SHORT PERIOD DURING THE TRANSITION OF CLIENTS. 4) PAIR IT!-NOT INVESTMENT RELATED, 445 MARINE AVE., SUITE 300 DEL MAR, CA 92014, FOOD AND WINE PAIRING APP, CEO, TAKING CURRENT FOOD AND WINE MENUS FROM RESTAURANTS AND PAIRING THEM THROUGH AN APP WE'RE BUILDING. WE CHARGE THE RESTAURANT FOR THE PAIRING AND MENU DESIGN., 20 HRS MONTHLY, 5-10 HRS MONTHLY DURING SECURITIES TRADING HRS, 01/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-22
  • S66 Uniform Combined State Law Examination
    2014-08-22
Other Names
  • Skyler C Stokes
  • Skyler Stokes

View on SEC IAPD

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