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13111 Westheimer Rd. Suite 475, Houston, TX 77077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-03-26 |
Branch Locations
13111 Westheimer Rd. Suite 475, Houston, TX 77077 • United States
Sugarland, TX • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Westpark Wealth Advisors, Inc. | Houston | TX | 02/2014 | Present |
| Ims Securities, Inc. | Houston | TX | 02/2014 | 11/2017 |
| Calton & Associates, Inc. | Houston | TX | 01/2018 | Present |
No. 1) Name of Business: Westpark Wealth Advisors. Investment related. Address: 10205 Westheimer, Suite 500, Houston, TX 77042. Nature of Business: Advisory business and services. Position/Title/Relationship: IAR. Start Date: 02/2014. Hours per month: 10. Hours per month during Securities trading hours: 1%. Duties/Responsibilities: For fee based business, assist clients in managing accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-01-23 |
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