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333 Texas Street Suite 1525, Shreveport, LA 71101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| LA | RA | APPROVED | 2023-08-22 |
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 & Vestal, Llc | Shreveport | LA | 01/2022 | Present |
| Kraftcpas, Pllc | Nashville | TN | 06/2015 | 12/2016 |
| Hmv Wealth Advisors, Llc | Shreveport | LA | 08/2023 | Present |
| Kraftcpas, Pllc | Nashville | TN | 01/2017 | 12/2017 |
| Kraftcpas, Pllc | Nashville | TN | 01/2018 | 12/2020 |
| Kraftcpas, Pllc | Nashville | TN | 01/2021 | 12/2021 |
| Hmv Wealth Advisors, Llc | Shreveport | LA | 07/2023 | 08/2023 |
Heard, McElroy & Vestal, LLC 333 Texas Street, Suite 1525 Shreveport, LA 71101 Non-investment Related CPA Firm Tax Manager January 2022 to present Duties include providing tax compliance and consulting services to clients. Approximate time spent per month with the CPA firm based on 40 hour work week will be 4 hours a month and 156 hours per month with HMV Wealth. During securities trading hours this would be approximately 2 hours per month to the CPA firm and 128 hours per month to HMV Wealth. Trabue Investments, LLC 941 Trabue Street Shreveport, LA 71106 Investment Related Manager, Member & 20% owner Family investment LLC Entity was formed on June 6, 2022 and I was a founding member. Devotes approximately 1 hour a month after normal business and securities trading hours. No duties outside of discussing with siblings and parents potential stock investments we would like to make. East Ridge Energy Partners, LLC 4113 Glenwood Drive Fort Worth, TX 76109 Investment Related Member & 6% owner Investment company formed with friends to invest in an oil and gas working interest and royalty partnership (Red River Energy Partners, LLC). Entity was formed in April of 2023. Devotes approximately 1 hour a month after normal business and securities trading hours. No duties. The Wolves of Texas Street 333 Texas Street, Suite 1525 Shreveport, LA 71101 Member and 3.8% owner Formed January 9, 2024 Investment Related No formal duties. Devotes approximately 1 hour per month during securities trading hours to discuss investments with other owners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-22 |
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