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Advisor at BELLINGRATH WEALTH MANAGEMENT, L.L.C.
NEW ORLEANS, LA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BELLINGRATH WEALTH MANAGEMENT, L.L.C. | Independent wealth | Jul 24, 2025 | n/a | yes | NEW ORLEANS, LA | Current employment |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Oct 1, 2009 | Sep 1, 2010 | no | NEW ORLEANS, LA|HOUMA, LA|RACELAND, LA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 10, 2008 | Jun 4, 2009 | no | MANDEVILLE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHASE INVESTMENT SERVICES CORP. | BELLINGRATH WEALTH MANAGEMENT, L.L.C. | Sep 1, 2010 | Jul 24, 2025 | 5,440 | Firm change after gap | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CHASE INVESTMENT SERVICES CORP. | Jun 4, 2009 | Oct 1, 2009 | 119 | Firm change | Other |