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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-11-12 |
| LA | RA | APPROVED | 2015-11-11 |
Branch Locations
3223 8Th St. Ste 203, Metairie, LA 70002 • United States
9099 Jefferson Hwy, River Ridge, LA 70123 • United States
3720 Williams Blvd, Kenner, LA 70065 • United States
3829 Veterans Blvd, Metairie, LA 70002 • United States
2727 Prytania St, New Orleans, LA 70130 • United States
1001 Julia St Suite 112A, New Orleans, LA 70113 • United States
1201 S Carrolton Ave, New Orleans, LA 70118 • United States
1901 Gause Blvd, Slidell, LA 70461 • United States
6920 Bluebonnet Blvd, Baton Rouge, LA 70810 • United States
5643 Corporate Blvd, Batone Rouge, LA 70808 • United States
2201 Us Hwy 190 North, Covington, LA 70433 • United States
2550 Florida St, Mandeville, LA 70448 • United States
149 Robert E Lee Blvd, New Orleans, LA 70124 • United States
3511 General Degaulle Dr, New Orleans, LA 70114 • United States
500 Cm Fagan Dr, Hammond, LA 70403 • United States
1881 Metairie Ave, Metairie, LA 70005 • United States
5530 Crowder Blvd, New Orleans, LA 70127 • United States
1888 Belle Chasse Hwy, Gretna, LA 70056 • United States
353 Carondelet St, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Metairie | LA | 11/2015 | Present |
| Stratos Wealth Partners, Ltd | Metairie | LA | 11/2015 | Present |
(1) 11/10/2015 - Cole Harper Properties LLC - Business Entity For Tax/Investment Purposes Only - INV REL - Start 10/26/2011 - 5842 Coliseum Street - 2 Hr/Mo; 0 During Securities Trading (2) 11/10/2015: Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - INV REL - Start 11/01/2015 - At Reported Business Location(s) - 160 Hr/Mo; 40 Hours During Securities Trading (3) 11/10/2015: Cole-Mae Properties - Real Estate Rental - INV REL - New Orleans, LA - owner of LLC (4) 11/10/2015: No Business Name - Real Estate Rental - INV REL - Start 03/2005 - New Orleans, LA - Owner/Manager - 3 Hr/Mo; 0 Hours During Securities Trading (5) 12/4/2015 - Stratos Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/01/2015 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners LTD, an independent investment advisor firm. I started this business activity in 11/01/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (6) 06/27/2016: Perrilliat Wealth Management - Business Entity For Tax/Investment Purposes Only - INV REL - Start 04/01/2016 - 3223 Eighth St. Suite 203, Metairie, LA 70002 - Revenue is derived from LPL Financial and Stratos Wealth. - 0 Hr/Mo. (7) 4/21/2017: Conseillers, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 11/11/2015 - 0 Hours Per Month. (8) 4/24/2017: Stratos WP of GNO Insurance - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 08/24/2016 - 3 Hours Per Month/1 Hour During Securities Trading - Fixed insurance. (9) 05/13/2019 - WCPIII Investments - Not investment related - home based - Business Entity For Tax/Investment Purposes Only - start date:04/01/2019 - 0 hrs/mo - 0 hrs during trading. (10) 7/24/2019 - No Business Name - Investment Related - Pensacola, Florida 32507 - Real Estate Rental - Start Date: 06/21/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Own a beach condo in Perdido Key, Florida. (11) 01/23/2026 - Packard Pipe Terminals - Business Owner - Manager - Not Investment Related - Belle Chasse, LA - Start Date 11/01/2025 - 3 hours per month/ during trading (12) 01/23/2026 - Perrilliat Holdings, LLC - Business Owner - Manager - Not Investment Related - Belle Chasse, LA - Start Date 11/01/2025 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-14 |
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