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2 Spencer Road Suite 102, Boerne, TX 78006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Hill Country Group, Llc | Boerne | TX | 05/2004 | Present |
| Ims Securities, Inc. | Houston | TX | 10/2013 | 11/2017 |
| Westpark Wealth Advisors, Inc. | Houston | TX | 10/2013 | 03/2020 |
| Calton & Associates, Inc. | Houston | TX | 11/2017 | 01/2021 |
No. 1) Name of Business: StillWater Christian Ministries. Non-Investment related. Address: PO Box 1885, Boerne, TX 78006. Nature of Business: Christian non-profit organization. Position/Title/Relationship: Director. Start Date: 03/2011. Hours per month: 5. Hours per month during Securities trading hours: 0 Duties/Responsibilities: Board of Director. No. 2) Name of Business: Ft. Worth Football Officials Association. Non-Investment related. Address: PO Box 1665, Ft Worth, TX 76101. Nature of Business: Football Officials Association. Position/Title/Relationship: Member. Start Date: 08/2016. Hours per month: 50. Hours per month during Securities trading hours: 0. Duties/Responsibilities: I officiate football games. No. 3) Name of Business: Hill Country Group. Investment related. Address: 2 Spencer Rd., Suite 102, Boerne, TX 78006. Nature of Business: We use this as the marketing arm for employee benefits, health insurance, and property & casualty insurance. Position/Title/Relationship: Partner. Start Date: 01/2004. Hours per month: 90. Hours per month during Securities trading hours: 90. Duties/Responsibilities: I am a partner and we provide comprehensive planning, which includes insurance. No. 4) Name of Business: RRG Consulting, LLC. Non-Investment related. Address: 16453 Field Stone Lane, College Station, TX 77845. Nature of Business: DBA for conflict resolution trainings for corporate businesses and school districts. Position/Title/Relationship: Owner. Start Date: 01/2018. Hours per month: 20. Hours per month during Securities trading hours: 10. Duties/Responsibilities: Present the trainings as well as train some of the presenters. Services offered are training sessions on conflict resolution. No. 5) Name of Business: RPB Independent Insurance. Non-Investment related. Address: 2 Spencer Rd., Suite 102, Boerne, TX 78006. Nature of Business: DBA for Health and P & C business. Position/Title/Relationship: Partner. Hours per month: 2. Hours per month during Securities trading hours: 2. Duties/Responsibilities: As we get referral opportunities to help clients with P & C and Health Insurance, I communicate that to staff for processing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-24 |
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