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13111 Westheimer Rd. Suite 475, Houston, TX 77077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-02-14 |
Branch Locations
13111 Westheimer Rd. Suite 475, Houston, TX 77077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ims Securities, Inc. | Houston | TX | 12/2001 | 11/2017 |
| Westpark Wealth Advisors | Houston | TX | 02/2008 | Present |
| Calton & Associates, Inc. | Houston | TX | 11/2017 | Present |
No. 1 - Name of Business: Westpark Wealth Advisors, Inc. (Formerly known as IMS Financial Advisors, Inc.) Investment Related. Address: 13111 Westheimer Rd. Suite 475, Houston, TX 77077 Nature of Business: Fee base business. Position/Title/Relationship: Investment Adviser Representative. Start Date: 02/2008. Hours per month: 1. Hours per month during Securities trading hours: 1%. Duties/Responsibilities: As an IAR, I am able to offer fee based products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-15 |
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