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13111 Westheimer Rd. Suite 475, Houston, TX 77077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-07-09 |
| VA | RA | APPROVED | 2025-03-05 |
| MI | RA | APPROVED | 2018-10-29 |
| TX | RA | APPROVED | 2004-05-13 |
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 | 11/1999 | 11/2017 |
| Westpark Wealth Advisors, Inc. | Houston | TX | 01/2000 | Present |
| Calton & Associates, Inc. | Houston | TX | 11/2017 | Present |
1) Name of Business: Westpark Wealth Advisors, Inc. Investment related. Address: 10205 Westheimer Rd., Suite 500, Houston, TX 77042. Nature of Business: RIA Firm. Position/Title/Relationship: Owner. Start Date: 01/2000. Hours per month: 40. Hours per month during Securities trading hours: This business works in tandem with my securities business. Duties/Responsibilities: I am in charge of the firm; my existing staff processes the business. I am in charge of all the financial information as well. 2) Name of Business: IMS Insurance Agency, Inc. Non-Investment related. Address: 10205 Westheimer Rd., Suite 500, Houston, TX 77042. Nature of Business: Insurance agency for fixed business. Position/Title/Relationship: Owner. Start Date: 01/2000. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: This is an old insurance agency that trails still are paid to. Very little business. 3) Name of Business: Westpark Wealth Management LLC. Non-Investment related. Address: 10205 Westheimer Rd., Suite 500, Houston, TX 77042. Nature of Business: LLC that is used for tax purposes for business expenses. Position/Title/Relationship: Owner. Start Date: 01/2018. Hours per month: 1-2. Hours per month during Securities trading hours: 0. Duties/Responsibilities: LLC is only to keep my expenses and income from securities separate for tax purposes. 4) Name of Business: Westpark Wealth Advisors, Inc. Investment related. Address: 10205 Westheimer Rd., Suite 500, Houston, TX 77042. Nature of Business: Advisory Services. Position/Title/Relationship: CEO/IAR. Start Date: 01/2000. Hours per month: 48. Hours per month during Securities trading hours: 10. Duties/Responsibilities: Advisory services to clients and I also prepare all the financials for the company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-03 |
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