AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
HB

Henry J. Bellingham

Some features on this profile are disabled
CRD#: 2580043
HB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Henry James Bellingham IV, who also goes by Jamie Bellingham, was a registered financial professional .

Henry is a previously registered financial professional and started their career in finance in 1995. Henry had worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jamie Bellingham

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 18, 2011 - November 11, 2014

LPE SECURITIES, LLC

BD
CRD#: 117851
ATLANTA, GA
Past

February 11, 1998 - November 16, 1998

WACHOVIA BROKERAGE SERVICE

BD
CRD#: 17503
WINSTON SALEM, NC
Past

July 8, 1996 - February 5, 1998

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

March 8, 1995 - July 16, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/13/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/7/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LS
LPE SECURITIES, LLC
LPE SECURITIES, LLC | PERAZA, SUZETTE MARIE | PERAZA CAPITAL AND INVESTMENTS, LLC. | PERAZA CAPITAL AND INVESTMENT, LLC | PERAZA CAPITAL AND INVESTMENT

CRD#: 117851 / SEC#: , 8-53609

BD
Terminated by SEC on 10/17/2017
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/01/2001
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
THE SAM LEWIS PRIVATE EQUITY TRUST U/A DATED 3/16/2015TRUST
KEVIN A. CARRENO P.ATRUSTEE
LEWIS, SAM FREDERICKPRESIDENT -CCO1027559
PEREZ, XIOMARA MARGARITAFINANCIAL AND OPERATIONS PRINCIPAL2866267

Disclosures


Regulatory Event6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LPE SECURITIES, LLC

CRD#: 117851

TRUST BUT VERIFY

Monitor Henry Bellingham

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics