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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 | 01/2004 | Present |
| Ims Securities, Inc. | Houston | TX | 10/2013 | 11/2017 |
| Calton & Associates, Inc. | Houston | TX | 11/2017 | 01/2021 |
| Westpark Wealth Advisors, Inc. | Boerne | TX | 10/2013 | 03/2020 |
No. 1) Name of Business: Blackfire, LLC. Non-Investment related. Address: 12200 E Hickory, Burton, TX 77835. Nature of Business: The company is set up to re-work domestic oil & gas wells. Position/Title/Relationship: Director. Start Date: 12/09/2019. Hours per month: 5. Hours per month during Securities trading hours: 0 Duties/Responsibilities: Fifth board member, advise on business functions, cash flow and tax management, utilize skills from CPA. No. 2) Name of Business: EDM. Non-Investment related. Address: 12200 E Hickory, Burton, TX 77835. Nature of Business: Selling water valves & air purifiers. Position/Title/Relationship: Director. Start Date: 12/09/2019. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Third board member, advise on business functions, cash flow and tax management, utilize skills from CPA. No. 3) Name of Business: Gregory M Rickert, CPA. Non-Investment related. Address: 2 Spencer Road, Suite 102, Boerne, TX 78006. Nature of Business: Prepare and file tax returns. Position/Title/Relationship: Owner. Hours per month: 20 for 2 months. Duties/Responsibilities: Prepare and file tax returns. All responsibilities will be mine as I will be the only provider. No. 4) Name of Business: GMR Tax Services. Non-Investment related. Address: 2 Spencer Road, Suite 102, Boerne, TX 78006. Nature of Business: I am a CPA who is current with all of my requirements. I plan on doing tax returns. Position/Title/Relationship: Owner. Hours per month: 20. Hours per month during Securities trading hours: 5. Duties/Responsibilities: Prepare individual tax returns No. 5) Name of Business: Hill Country Group. Investment related. Address: 2 Spencer Rd. Suite 102. Boerne, TX 78006. Nature of Business: DBA a marketing arm for employee benefits, health insurance and property & casualty insurance. Position/Title/Relationship: Member. Start Date: 01/2004. Hours per month: 10. Hours per month during Securities trading hours: 10. Duties/Responsibilities: A partner. Provides comprehensive planning, which includes insurances.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-12 |
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