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1100 Poydras St Ste. 2775, New Orleans, LA 70163 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-05 |
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 |
|---|---|---|---|---|
| Montz Harcus Wealth Management | New Orleans | LA | 01/2022 | 12/2025 |
| Montz Harcus Wealth Management Llc | New Orleans | LA | 01/2022 | 12/2025 |
| Hazelnut Boutique | New Orleans | LA | 11/2021 | 01/2022 |
| Bkd Cpas & Advisors | Austin | TX | 01/2021 | 08/2021 |
| The Swank Company Boutique | Augusta | GA | 05/2020 | 01/2021 |
| University Of Georgia | Athens | GA | 08/2016 | 05/2020 |
| Stokes Family Office, Llc | New Orleans | LA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-23 |
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