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9900 Westpark Drive Suite 265, Houston, TX 77063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-11 |
Branch Locations
9900 Westpark Drive Suite 265, Houston, TX 77063 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spc | Ann Arbor | MI | 06/2013 | 10/2016 |
| Parkland Securities, Llc | Ann Arbor | MI | 06/2013 | 10/2016 |
| Ims Financial Advisors, Inc. | Houston | TX | 10/2016 | 11/2017 |
| Ims Securities, Inc. | Houston | TX | 10/2016 | 11/2017 |
| Westcenter Advisors Ltd | Houston | TX | 11/2017 | Present |
| Westcenter Financial Inc. | Houston | TX | 11/2010 | Present |
| Ruba Llc | Houston | TX | 08/2008 | 09/2018 |
| Royal Fund Management, Llc | Lady Lake | FL | 06/2020 | Present |
| Kmx Properties Llc | Houston | TX | 09/2018 | Present |
1.WESTCENTER FINANCIAL, INC., 9900 WESTPARK DRIVE SUITE 265, HOUSTON, TX 77063, NON- INVESTMENT-RELATED, INSURANCE AGENCY, OWNER, START DATE: 11/2010, 25 HRS/WK, 4 HRS DURING TRADING HRS; 2. WESTCENTER ADVISORS LTD; INVESTMENT RELATED; 9900 WESTPARK DRIVE, SUITE 265, HOUSTON, TX 77063; PRESIDENT/IAR; 11/2017, APPROXIMATELY 20 HOURS PER MONTH, 1 HOUR DAILY DURING SECURITY TRADING HOURS 3. KMX PROPERTIES LLC; NON INVESTMENT RELATED; 2425 HOLLY HALL ST. UNIT E65, HOUSTON TX 77054; MANAGING MEMBER/ OWNER; REAL ESTATE; 9/2018; ACQUIRE /SELL REAL ESTATE PROPERTIES; 5% OF PROFESSIONAL TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-11 |
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