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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-07 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heard Mcelroy & Vestal Cpa Llc | Shreveport | LA | 05/2023 | 03/2025 |
| Ubs Financial Services Inc. | Charlotte | NC | 04/2025 | 06/2026 |
| Louisiana State University | Baton Rouge | LA | 08/2020 | 05/2024 |
| Heard Mcelroy & Vestal Cpa Llc | Shreveport | LA | 05/2023 | 08/2023 |
| E & L Developments | Shreveport | LA | 05/2022 | 08/2022 |
| C.E. Byrd High School | Shreveport | LA | 08/2016 | 05/2020 |
| Dimensional Fund Advisors | Charlotte | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-12 |
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