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6065 Magazine Street, New Orleans, LA 70118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-07-25 |
| LA | RA | APPROVED | 2025-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-12 |
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