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1100 Poydras Street Suite 2010, New Orleans, LA 70163 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2019-05-28 |
| TX | RA | APPROVED_RES | 2019-05-28 |
| LA | RA | APPROVED | 2019-05-23 |
Branch Locations
1100 Poydras Street Suite 2010, New Orleans, LA 70163 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | Present |
| Stokes & Hubbell Capital Management, Llc | New Orleans | LA | 10/2014 | 06/2019 |
| Hubbell Strickland Wealth Management | New Orleans | LA | 06/2019 | Present |
1. STEVEN J. HUBBELL, SOLE PROPRIETOR; FIXED INSURANCE SALES; INVESTMENT RELATED; REPRESENTATIVE; SALE OF LIFE, LONG-TERM CARE, DISABILITY AND ANNUITIES; AT REGISTERED LOCATION; START DATE: JULY 1985; 5 HOURS PER MONTH, NOT DURING TRADING HOURS; ANALYSIS OF INSURANCE NEEDS AND SALES OF INSURANCE PRODUCTS TO CLIENTS. 2. SPLH, LLC; P.O. BOX 541 METAIRIE, LA 70004; LIMITED PARTNER/OWNER; NOT INVESTMENT RELATED; INTEREST IN FAMILY PROPERTY IN LA; START DATE: AUGUST 2011; 1 HOUR PER MONTH, NOT DURING TRADING HOURS; NO ACTIVE INVOLVEMENT IN MAINTENANCE OF THE PROPERTY. 3. HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC. AT REGISTERED LOCATION. RIA, OWNER. INVESTMENT RELATED, 5/2019-PRESENT. 40 HOURS/WEEK DURING TRADING HOURS. PROVIDES INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES. 4. Catholic World View. Non-Investment Related. 3100 Independence Pkwy, Suite 311, Plano, TX 75075. Board member. Start 12/2020. 1hr/mo, none during trading hours. Board member. 5. The Dominican Sisters of St. Cecilia Congregation - investment related - 801 Dominican Dr. Nashville, TN 37228 - Investment committee - investment committee member - Board member - 2 hours/0 trading hours per month - Review of financial information and general discussion of investment approach in investment advisory committee. I do not directly manage any investments for the congregation or have any business relationship with this group.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-09-18 |
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