ME
Melvin H. Ehlert
WESTPARK WEALTH ADVISORS
BRENHAM, TX 77833
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CRD#: 1081944
ME
Professional summary
Melvin Howell Ehlert JR, who also goes by Melvin Howell Ehlert, is a registered financial advisor currently at WESTPARK WEALTH ADVISORS, INC. located in Brenham, Texas and CALTON & ASSOCIATES, INC. located in Brenham, Texas.
Melvin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Melvin has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melvin Howell Ehlert
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Name of Business: Melvin Ehlert Jr & Associates, Inc. Non-Investment related. Address: 2558 Ryan Street, Brenham, TX 77833. Nature of Business: Corporate Life and Health Insurance agency. Position/Title/Relationship: Owner. Start Date: 02/1990. Hours per month: 40. Hours per month during Securities trading hours: 15. Duties/Responsibilities: Sales and management. Group and individual life (term and whole) insurance and health insurance. 2) Name of Business: Brenham Independent School District. Non-Investment related. Address: 711 East Mansfield, Brenham, TX 77833. Nature of Business: Public school district education. Position/Title/Relationship: Member of the Board of Trustees. Start Date: 05/2001. Hours per month: 3. Hours per month during Securities trading hours: 1. Duties/Responsibilities: Vice President of the Board of Trustees. 3) Name of Business: Westpark Wealth Advisors, Inc. Investment related. Address: 13111 Westheimer Rd., Suite 475, Houston, TX 77077. Nature of Business: RIA. Position/Title/Relationship: IAR. Start Date: 03/2005. Hours per month: 160. Hours per month during Securities trading hours: 100. Duties/Responsibilities: Investment Advice. 4) St Paul's Christian Day School, Non-investment related, 305 W Third, Brenham, TX 77833, Parochial school from early childhood thru 6th grade, 501c3, Director, Start date 10/02/2023, 2 hours/month, 0 hours during securities trading hours, Member of the Board of Directors, Voluntary unpaid position.
CRS (Client Relationship Summary) - RIA
Click below to view Melvin Howell Ehlert JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 22, 2005 - Present
WESTPARK WEALTH ADVISORS, INC.
Office #1: 2556 Ryan, Brenham, TX 77833RIA
CRD#: 130914
BRENHAM, TX
Current
November 14, 2017 - Present
CALTON & ASSOCIATES, INC.
Office #1: 2558 Ryan Street, Brenham, TX 77833RIA
BD
CRD#: 20999
Brenham, TX
Past
March 22, 2005 - November 9, 2017
IMS SECURITIES, INC.
BD
CRD#: 35567
BRENHAM, TX
Past
April 24, 2000 - March 28, 2005
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
BRENHAM, TX
Past
April 24, 2000 - March 28, 2005
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEW YORK, NY
Past
March 1, 1988 - April 24, 2000
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
March 13, 1984 - March 5, 1988
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
BD
CRD#: 5178
Past
January 25, 1983 - July 13, 1984
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WESTPARK WEALTH ADVISORS, INC.
IMS FINANCIAL ADVISORS, INC. | WESTPARK WEALTH ADVISORS, INC. | WESTPARK WEALTH ADVISORS | WEST PARK WEALTH ADVISORS
CRD#: 130914 / SEC#: 801-63009
RIA
Registered Investment Advisory firm - (4/28/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Colorado(1/18/2022)
IAR
Texas(3/22/2005)
RR
Texas(11/14/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WW
WESTPARK WEALTH ADVISORS, INC.
IMS FINANCIAL ADVISORS, INC. | WESTPARK WEALTH ADVISORS, INC. | WESTPARK WEALTH ADVISORS | WEST PARK WEALTH ADVISORS
CRD#: 130914 / SEC#: 801-63009
RIA
Registered Investment Advisory firm - (4/28/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13111 Westheimer Rd. Suite 475, Houston, TX 77077
Mailing Address
13111 Westheimer Rd. Suite 475, Houston, TX 77077
Phone number
(713) 266-2993
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 700 |
| AUM (Assets Under Management) | $ 229,314,510 |
Red Flags
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Company Information
WESTPARK WEALTH ADVISORS, INC.
CRD#: 130914Brenham, TX 77833TRUST BUT VERIFY
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