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13111 Westheimer Rd. Suite 475, Houston, TX 77077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2011-09-19 |
| TX | RA | APPROVED | 2011-09-02 |
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 | 09/2011 | 11/2017 |
| Westpark Wealth Advisors, Inc. | Houston | TX | 09/2011 | Present |
| Calton & Associates, Inc. | Houston | TX | 11/2017 | Present |
No. 1) Name of Business: Term Life Insurance Sales. Non-Investment Related. Address: 13111 Westheimer Suite 475 Houston, TX 77077. Nature of Business: Term Life Insurance quotes. Position/Title/Relationship: Employee. Start Date: 09/2011. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Provide Term Insurance quotes. No. 2) Name of Business: Westpark Wealth Advisors. Investment Related. Address: 13111 Westheimer Suite 475 Houston, TX 77077. Nature of Business: Investment Advisory. Position/Title/Relationship: RIA. Start Date: 09/2011. Hours per month: 30. Hours per month during Securities trading hours: 15-20. Duties/Responsibilities: Investment Advisory Service on a 'fee base' platform.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-12 |
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