Travis Patrick Shepherd

Current Employers

Employment History

• 06/2011 → 11/2019
  Shepherd'S Advisory Group, Llc
  Denham Springs, LA
• 12/2006 → 01/2018
  Tax & Retirement Advisers
  Denham Springs, LA
• 01/2007 → Present
  Self Employed
  Denham Springs, LA
• 11/2017 → Present
  Capital Learning Academy
  Greenwell Springs, LA
• 05/2017 → Present
  Allied Tax Advisors
  Baton Rouge, LA
• 02/2017 → 12/2017
  Balanced Business Solutions
  Greenwell Springs, LA
• 01/2018 → Present
  Shepherd Wealth Solutions
  Greenwell Springs, LA
• 11/2019 → 09/2024
  Retirement Wealth Advisors, Inc.
  Greenwell Springs, LA
• 10/2024 → Present
  Prostatis Financial Advisors Group
  Greenwell Springs, LA

Previous Registrations

• 2019-11-22 → 2024-10-01
  Brookstone Wealth Advisors, Llc
  Greenwell Springs, LA
• 2013-07-04 → 2019-11-22
  Shepherd'S Advisory Group, Llc
  Greenwell Springs, LA
• 2011-06-30 → 2012-12-31
  Shepherd'S Advisory Group, Llc
  Greenwell Springs, LA

Other Businesses

SHEPHERD WEALTH SOLUTIONS; INVESTMENT RELATED; 15415 GREENWELL SPRINGS RD., GREENWELL SPRINGS, LA 70739; INSURANCE AND INVESTMENT ADVISORY; PARTIAL OWNER; STARTED 01/2018; 60 HOURS/MONTH DEVOTED; 50 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. ALLIED TAX ADVISORS; NON INVESTMENT RELATED; 19009 W LAKE TERRACE DRIVE, BATON ROUGE, LA 70817; TAX PREPARATION; OWNER; STARTED 05/2017; 13 HOURS/MONTH DEVOTED; 1 HOUR/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ASSIST CLIENTS WITH TAX PREPARATION AND FILING. TRAVIS SHEPHERD INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 15415 GREENWELL SPRINGS RD., GREENWELL SPRINGS, LA 70739; INSURANCE; OWNER; STARTED 01/2007; 20 HOURS/MONTH DEVOTED; 8 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. CAPITAL LEARNING ACADEMY; INVESTMENT RELATED; 15415 GREENWELL SPRINGS RD., GREENWELL SPRINGS, LA 70739; ADULT FINANCIAL EDUCATION; FOUNDER; STARTED 11/2017; 4 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; FINANCIAL EDUCATIONAL COURSES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-23