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333 Texas Street Suite 1525, Shreveport, LA 71101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-03 |
| LA | RA | APPROVED | 2022-10-14 |
Branch Locations
333 Texas Street Suite 1525, Shreveport, LA 71101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heard, Mcelroy And Vestal, Llc | Shreveport | LA | 01/2021 | Present |
| Caddo Parish Schools - Captain Shreve High School | Shreveport | LA | 08/2007 | 01/2021 |
| Hmv Wealth Advisors, Llc | Shreveport | LA | 01/2021 | 07/2024 |
| Hmv Wealth Advisors, Llc | Shreveport | LA | 07/2024 | Present |
| Hmv Wealth Advisors, Llc | Shreveport | LA | 10/2022 | Present |
Heard, McElroy & Vestal 333 Texas Street, Suite 1525 Shreveport, LA 71101 Non-investment Related Accounting Firm Administrative Assistant Start Date: 01/2021 Devotes 4-6 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-14 |
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