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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
LA RA APPROVED 2025-07-24
  • MS 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
Roniger & Associates, Inc. Metairie LA 09/1977 Present
Lpl Financial, Llc New Orleans LA 12/2009 Present
Bellingrath Wealth Management Llc New Orleans LA 07/2025 Present
  • 09/1977 → Present
    Roniger & Associates, Inc.
    Metairie, LA
  • 12/2009 → Present
    Lpl Financial, Llc
    New Orleans, LA
  • 07/2025 → Present
    New Orleans, LA
Previous Registrations
  • 2004-02-23 → 2009-12-22
    Ameritas Investment Company, Llc
    New Orleans, LA
    Mandeville, LA
    New Orleans, LA
Other Businesses

1. 12/16/2009: Bellingrath Wealth Management & Employee Benefits - At Reported Business Location(s) - Non-Variable Insurance DBA - 0 Hrs/Mth - 0 Hrs During Trading. 2. 03/21/2013 : Roniger Family Holdings - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - 0 Hrs/Mth - 0 Hrs During - TIME SPENT 1% - LLC CREATED TO PURCHASE A NEW OFFICE BUILDING FOR OUR BUSINESS TO BE HOUSED. 3. 3/26/2015:Bellingrath Wealth Management & Employee Benefits - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Start Date: 03/25/2015 - TIME SPENT 160 Hrs/Mth - 8 Hrs During Trading. 4) 08/13/2025 - Bellingrath Wealth Management, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date:07/22/2025 -120 Hrs/Mth - 5 Hrs 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 120 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
S63 Uniform Securities Agent State Law Examination 1998-02-12
  • S63 Uniform Securities Agent State Law Examination
    1998-02-12
Designations

View on SEC IAPD

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