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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-24 |
| TX | RA | APPROVED | 2026-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New Orleans | LA | 10/2017 | 03/2022 |
| Jpmorgan Securities Llc | New Orleans | LA | 11/2017 | 03/2022 |
| Ernst & Young | New Orleans | LA | 09/2016 | 09/2017 |
| Stratos Wealth Partners, Ltd. | Metairie | LA | 08/2024 | 06/2026 |
| Lpl Financial Llc | Metairie | LA | 08/2024 | 07/2026 |
| Bradford M. Felger, Cpa, Llc | Metairie | LA | 03/2022 | Present |
| Stratos Wealth Partners, Ltd. | Metairie | LA | 07/2026 | Present |
| Lpl Financial Llc | Metairie | LA | 07/2026 | Present |
1. 07/2026 - Stratos Wealth Partners, Ltd. - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 130 Hrs During Trading - OBA start date: 7/30/26 2. 07/2026 - Bradford M. Felger, CPA, LLC - Tax Prep/Accounting/CPA - Investment related - Metairie LA 70001 - 15 Hrs/Mth - 00 Hrs During Trading - OBA start date: 03/28/2022 3. 07/2026 - Felger Financial Services, LLC - Business Entity For Tax/Investment Purposes Only - Investment related - Metairie LA 70001 - 01 Hrs/Mth - 00 Hrs During Trading - OBA start date: 08/01/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
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