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Rachael Richard

Stokes Family Office LLC

New Orleans, LA

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Current Employers
Stokes Family Office Llc

1100 Poydras St Ste. 2775, New Orleans, LA 70163 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-05-31
TX RA APPROVED 2023-05-31
  • LA RA
    APPROVED
    Since 2023-05-31
  • TX RA
    APPROVED
    Since 2023-05-31

Branch Locations

1100 Poydras St Ste. 2775, New Orleans, LA 70163 • 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 Family Office Llc New Orleans LA 02/2019 12/2022
Unemployed New Orleans LA 06/2015 01/2017
Stokes & Hubbell Capital Management Llc New Orleans LA 02/2017 07/2019
Stokes Asset Management, Llc New Orleans LA 05/2022 12/2022
Jpmorgan Chase Bank Na New Orleans LA 01/2023 04/2023
Jpmorgan Securities Llc New Orleans LA 01/2023 04/2023
Stokes Family Office Llc New Orleans LA 05/2023 Present
  • 02/2019 → 12/2022
    Stokes Family Office Llc
    New Orleans, LA
  • 06/2015 → 01/2017
    Unemployed
    New Orleans, LA
  • 02/2017 → 07/2019
    Stokes & Hubbell Capital Management Llc
    New Orleans, LA
  • 05/2022 → 12/2022
    Stokes Asset Management, Llc
    New Orleans, LA
  • 01/2023 → 04/2023
    Jpmorgan Chase Bank Na
    New Orleans, LA
  • 01/2023 → 04/2023
    Jpmorgan Securities Llc
    New Orleans, LA
  • 05/2023 → Present
    Stokes Family Office Llc
    New Orleans, LA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-30
  • S65 Uniform Investment Adviser Law Examination
    2017-09-30
Designations
Other Names
  • Rachael Christine Richard

View on SEC IAPD

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