DA
Danny H. Armstrong
WESTPARK WEALTH ADVISORS
COMANCHE, TX 76442
Some features on this profile are disabled
CRD#: 2218957
DA
Professional summary
Danny Harold Armstrong is a registered financial advisor currently at WESTPARK WEALTH ADVISORS, INC. located in Comanche, Texas and CALTON & ASSOCIATES, INC. located in Comanche, Texas.
Danny is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Danny has worked at 8 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
NO. 1 - NAME OF BUSINESS: DANNY ARMSTRONG DBA ARMSTRONG FINANCIAL. INVESTMENT RELATED. ADDRESS: PO BOX 564 300 N AUSTIN COMANCHE, TX 76442. NATURE OF BUSINESS: SECURITIES. POSITION/TITLE/RELATIONSHIP: OWNER/SOLE PROPRIETOR. START DATE: 1995. HOURS PER MONTH: 160 HOURS. HOURS PER MONTH DURING SECURITIES TRADING HOURS: 100%. DUTIES/RESPONSIBILITIES: REGISTERED REPRESENTATIVE. NO. 2 - NAME OF BUSINESS: WESTPARK WEALTH ADVISORS, INC. INVESTMENT RELATED. ADDRESS: PO BOX 564 300 N AUSTIN COMANCHE, TX 76442. NATURE OF BUSINESS: FINANCIAL ADVISORY FIRM. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE. START DATE: 2018. HOURS PER MONTH: 5. HOURS PER MONTH DURING SECURITIES TRADING HOURS: 1%. DUTIES/RESPONSIBILITIES: PROVIDES FINANCIAL ADVISORY SERVICES. NO. 3 - NAME OF BUSINESS: DANNY ARMSTRONG LIFE INSURANCE SALES. NON-INVESTMENT RELATED. ADDRESS: PO BOX 564 300 N AUSTIN COMANCHE, TX 76442. NATURE OF BUSINESS: INSURANCE SALES. POSITION/TITLE/RELATIONSHIP: OWNER/SOLE PROPRIETOR. START DATE: 1992. HOURS PER MONTH: 3. HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0. DUTIES/RESPONSIBILITIES: PROVIDE LIFE INSURANCE SALES AND ADVICE. NO. 4 - NAME OF BUSINESS: DANNY ARMSTRONG PUBLIC EVENT ANNOUNCER. NON-INVESTMENT RELATED. ADDRESS: PO BOX 564 300 N AUSTIN COMANCHE, TX 76442. NATURE OF BUSINESS: RODEO ANNOUNCING AND SPORTS BROADCASTING FOR LOCAL RADIO STATION. POSITION/TITLE/RELATIONSHIP: OWNER/SOLE PROPRIETOR. START DATE: 2005. HOURS PER MONTH: 10. HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0. DUTIES/RESPONSIBILITIES: ANNOUNCING PUBLIC EVENTS INCLUDING RODEOS AND SPORTING EVENTS AND OPERATING SOUND AT WEDDINGS. NO. 5 - NAME OF BUSINESS: DANNY ARMSTRONG CAREGIVER. NON-INVESTMENT RELATED. ADDRESS: 251 CR 401 COMANCHE, TX 76442. NATURE OF BUSINESS: CARE FOR A SPECIAL NEEDS FAMILY MEMBER. POSITION/TITLE/RELATIONSHIP: CAREGIVER. START DATE: 2016. HOURS PER MONTH: 0 BUSINESS HOURS - ONLY HOME HOURS. HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0. DUTIES/RESPONSIBILITIES: CAREGIVER FOR A SPECIAL NEEDS FAMILY MEMBER. THE STATE COMPENSATES FOR NUMBER OF DAYS INDIVIDUAL IS UNDER MY CARE. NO. 6 - DANNY ARMSTRONG DBA ARMSTRONG REAL ESTATE. NON-INVESTMENT RELATED. ADDRESS: PO BOX 564 300 N AUSTIN COMANCHE, TX 76442. NATURE OF BUSINESS: REAL ESTATE SALES. POSITION/TITLE/RELATIONSHIP: OWNER/SOLE PROPRIETOR/REAL ESTATE BROKER. START DATE: 2010. HOURS PER MONTH: 80. HOURS PER MONTH DURING SECURITIES TRADING HOURS: 50. DUTIES/RESPONSIBILITIES: REAL ESTATE LISTING AND SELLING.
CRS (Client Relationship Summary) - RIA
Click below to view Danny Harold Armstrong'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
May 14, 2004 - Present
WESTPARK WEALTH ADVISORS, INC.
Office #1: 300 N. Austin, Comanche, TX 76442RIA
CRD#: 130914
COMANCHE, TX
Current
November 14, 2017 - Present
CALTON & ASSOCIATES, INC.
Office #1: 300 North Austin, Comanche, TX 76442RIA
BD
CRD#: 20999
Comanche, TX
Past
July 31, 2002 - December 31, 2004
IMS SECURITIES, INC.
RIA
CRD#: 35567
COMANCHE, TX
Past
July 26, 2002 - November 9, 2017
IMS SECURITIES, INC.
BD
CRD#: 35567
COMANCHE, TX
Past
January 17, 2001 - July 31, 2002
RUSHMORE SECURITIES CORPORATION
BD
CRD#: 8392
DALLAS, TX
Past
July 27, 1998 - March 9, 2001
NORTHSTAR SECURITIES, INC.
BD
CRD#: 11247
DALLAS, TX
Past
October 14, 1994 - December 9, 1998
DOMINION CAPITAL CORPORATION
BD
CRD#: 18837
DALLAS, TX
Past
June 26, 1992 - October 17, 1994
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
June 26, 1992 - October 17, 1994
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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
RR
Colorado(11/22/2017)
RR
Oklahoma(11/27/2017)
IAR
Texas(5/14/2004)
RR
Texas(11/21/2017)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
