Joshua Steven Kirby

Current Employers

Employment History

• 09/2015 → 11/2017
  Ims Securities, Inc.
  Houston, TX
• 06/2016 → Present
  Westpark Wealth Advisors, Inc.
  Houston, TX
• 11/2017 → Present
  Calton & Associates, Inc.
  Houston, TX

Other Businesses

1) Name of Business: Compass Retirement Planning. Investment related. Address: 6120 Speyside Dr., Austin, TX 78754. Nature of Business: DBA to sell securities through Calton. Position/Title/Relationship: Partner. Hours per month: 200. Hours per month during Securities trading hours: 80. Duties/Responsibilities: Securities and products offered through Calton. Some insurance sales outside of Calton.Start Date: 2018. 2) Name of Business: Protective Life Insurance Company. Investment related. Address: 2801 Hwy 280 South, Birmingham, AL 35223. Nature of Business: Life Insurance and Term Life. Position/Title/Relationship: Agent. Hours per month: 3. Hours per month during Securities trading hours: 50%. Duties/Responsibilities: When my clients want life insurance, this is a company that I will use to meet their need. Start Date: 2018. 3) Name of Business: One America. Non-Investment related. Address: 1 American Sq., Indianapolis, IN 46206. Nature of Business: LTC policies. Position/Title/Relationship: Agent. Hours per month: 3. Hours per month during Securities trading hours: 50%. Duties/Responsibilities: I am appointed with One America to sell LTC policies through them. Start Date. 2018. 4) Name of Business: Westpark Wealth Advisors, Inc. Investment related. Address: 13111 Westheimer Rd., Suite 475, Houston, TX 77077. Nature of Business: RIA. Position/Title/Relationship: Agent. Hours per month: 40. Hours per month during Securities trading hours: 40. Duties/Responsibilities: Advisory Business. Start Date: 2018. 5) Name of Business: Benaiah LLC. Non-Investment related. Address: 893 Centerra Hills Circle, Round Rock, TX 78665. Nature of Business: Develop and sell products through Amazon. No products have been developed yet. Position/Title/Relationship: Partner. Start Date: 08/24/2020. Hours per month: 40. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Develop and sell products on amazon.com. 6) Name of Business: Camp Blessing. Non-Investment related. Address: 7227 Camp Blessing Ln. Brenham, TX 77833. Nature of Business: Camp Blessing is a Christian Summer camp for kids with special needs. Position/Title/Relationship: Employee. Start Date 09/29/2022. Hours per month: 40. Hours per month during Securities trading hours: 10. Duties/Responsibilities: Lead Bible studies once a week for their college student summer staff. Leverage my ministry connections in Austin to develop stronger partnerships between the special needs community and churches. Products and Services Offered: Love, Acceptance, and Fun for kids with special needs and their families.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-24
• S63 Uniform Securities Agent State Law Examination
  2015-11-20

Designations

Other Names

• Joshua S Kirby