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Current Employers
Bellingrath Wealth Management, L.L.C.

6065 Magazine Street, New Orleans, LA 70118 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-07-25
TX RA APPROVED 2025-07-25
LA RA APPROVED 2025-07-24
  • MS RA
    APPROVED
    Since 2025-07-25
  • TX RA
    APPROVED
    Since 2025-07-25
  • LA RA
    APPROVED
    Since 2025-07-24

Branch Locations

6065 Magazine Street, New Orleans, LA 70118 • 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
Lpl Financial New Orleans LA 09/2010 Present
Bellingrath Wealth Management Llc New Orleans LA 07/2025 Present
Previous Registrations
Other Businesses

(1) 08/31/2010 - Bellingrath Wealth Managment & Employee Benefits - DBA for LPL Business (entity for LPL business) - NEW ORLEANS, LA (2) 01/26/2015 - Bellingrath Wealth Managment & Employee Benefits - Non-Variable Insurance - NEW ORLEANS, LA - Start date: 09/01/2010 (3) 01/08/2016 - Oliver's Place, LLC - Real Estate Rental - NOT INV REL - 8221-8223 Apple Street, New Orleans, LA 70118 - START 03/06/2015 - 1 HR/MO NOT DURING SECS TRDG HRS. (4) 08/06/2025 - Bellingrath Wealth Management LLC - Registered Investment Advisor DBA - Inv rel - At reported Location(s) - Start date: 07/22/2025 - 150 hrs/mnth - 7hrs during trading 5)08/06/2025 - Bellingrath Wealth Management LLC - Registered Investment Advisor Hybrid - Inv rel - At reported Location(s) - Start date: 07/22/2025 - 150 hrs/mnth - 7hrs during trading. I provide investment advisory services through Bellingrath Wealth Management LLC, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 150 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-28
  • S66 Uniform Combined State Law Examination
    2008-08-28

View on SEC IAPD

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