Joseph Charles Allison

Current Employers

Employment History

• 04/2003 → 11/2017
  Ims Securities, Inc.
  Houston, TX
• 04/2003 → Present
  Westpark Wealth Advisors, Inc.
  Houston, TX
• 11/2017 → Present
  Calton & Associates, Inc.
  Houston, TX

Previous Registrations

• 2003-04-30 → 2004-12-31
  Ims Securities, Inc.
  Bay City, TX
  Bay City, TX
  Houston, TX
• 2002-06-27 → 2003-05-02
  Investment Professionals, Inc.
  Bay City, TX

Other Businesses

No. 1) Name of Business: Allison Benefit Consultants. Non-Investment related. Address: 1805 5th Street, Suite 201, Bay City, TX 77414. Nature of Business: DBA for Employee Benefits: Group, Health, Life, Disability, Voluntary Benefits. Workers Comp and P&C. Position/Title/Relationship: Agent. Start Date: 01/1996. Hours per month: 40. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Owner. Broker/Agent. No. 2) Name of Business: Alisson P & C LLC. Non-Investment related. Address: 3108 Ave H, Bay City, TX 77414. Nature of Business: DBA for personal lines of insurance, Auto & Home. Position/Title/Relationship: Partner. Start Date: 11/2020. Hours per month: 8. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Administration. No. 3) Name of Business: Westpark Wealth Advisors Inc. Investment related. Address: 13111 Westheimer Rd., Suite 475, Houston, TX 77077. Nature of Business: Investment Advisory Services. Position/Title/Relationship: Agent/ IAR. Start Date: 01/2003. Hours per month: 40. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Investment Advisory Representative.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-22
• S63 Uniform Securities Agent State Law Examination
  1996-03-29

Designations

Other Names

• Charles Allison