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5718 Westheimer Suite 950A, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-05-18 |
Branch Locations
5718 Westheimer Suite 950A, Houston, TX 77057 • 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 |
|---|---|---|---|---|
| Media 59 | Houston | TX | 11/2010 | Present |
| Tri Star Advisors | Houston | TX | 02/2009 | Present |
| Calton & Associates, Inc. | Tampa | FL | 11/2014 | 09/2025 |
| Calton & Associates, Inc | Tampa | FL | 09/2025 | Present |
No. 1) Name of Business: Tri Star Group. DBA Mutual Money Investments, Inc. Financial Advisor. Investment related. Address: 5718 Westheimer Rd. #950. Houston, TX 77057. Nature of Business: Financial Services. Position/Title/Relationship: Partner. Start Date: 1992. Hours per month: 80. Hours per month during Securities trading hours: 80. Duties/Responsibilities: Financial Advisor. No. 2) Name of Business: Tri Star Advisors. Investment related. Address: 5718 Westheimer Rd. #950. Houston, TX 77057. Nature of Business: Registered Investment Advisory. Position/Title/Relationship: Partner. Start Date: 2009. Hours per month: 80. Hours per month during Securities trading hours: 80. Duties/Responsibilities: Registered Investment Advisor. No. 3) Name of Business: WTKJP, Inc. Non-Investment related. Address: 5718 Westheimer Rd., Suite 950, Houston, TX 77057. Nature of Business: All 1099 income goes into this business. Position/Title/Relationship: Officer. Start Date: 01/2020. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Make sure taxes are paid. No. 4) Name of Business: William Payne; Non-investment related; Address: 5718 Westheimer Rd., Suite 950, Houston, TX 77057; Nature of Business: Selling Fixed Annuities and Life Insurance through various insurance wholesalers. Position/Title/Relationship: Owner/Sole Proprietor; Start Date: 11/19/2025; Hours per month: 4; Hours per month during Securities trading hours: 4; Duties/Responsibilities: Meeting with clients and wholesalers to meet the clients' goals and needs. No. 5) Name of Business: Simplicity Group; Investment related; Address: 475 Springfield Ave, Summit, NJ 0790; Nature of Business: Whole Life Insurance and MYGA annuities. Position/Title/Relationship: Agent; Start Date: 1/28/2026; Hours per month: 5; Hours per month during Securities trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-23 |
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