0001622206-20-000001.txt : 20200117
0001622206-20-000001.hdr.sgml : 20200117
20200117100740
ACCESSION NUMBER: 0001622206-20-000001
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MARTZ,ROBERT,ALAN,
FILED AS OF DATE: 20200115
DATE AS OF CHANGE: 20200117
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Westhoff, Cone & Holmstedt
CENTRAL INDEX KEY: 0001622206
IRS NUMBER: 680198297
STATE OF INCORPORATION: CA
FISCAL YEAR END: 0831
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-04164
FILM NUMBER: 20532484
BUSINESS ADDRESS:
STREET 1: 1777 BOTELHO DRIVE
STREET 2: SUITE 345
CITY: WALNUT CREEK
STATE: CA
ZIP: 94596
BUSINESS PHONE: 925-472-8740
MAIL ADDRESS:
STREET 1: 1777 BOTELHO DRIVE
STREET 2: SUITE 345
CITY: WALNUT CREEK
STATE: CA
ZIP: 94596
FORMER COMPANY:
FORMER CONFORMED NAME: Westoff, Cone & Holmstedt
DATE OF NAME CHANGE: 20141014
MA-I/A
1
primary_doc.xml
MA-I/A
0001622206
XXXXXXXX
Jill DeMayo
5853406060
jdemayo@greyline.co
jdemayo@greyline.co
N
Y
Robert
Alan
Martz
1860031
N
1
0001622206
Westhoff, Cone & Holmstedt
09-20-1991
N
10-27-2014
0001622206
LOCATED
09-20-1991
1777 BOTELHO DRIVE
SUITE 345
WALNUT CREEK
CA
94596
09-1991
Westhoff, Cone & Holmstedt
Walnut Creek
CA
94596
Y
Y
Vice President
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
01-15-2020
Mark Holmstedt
Chief Compliance Officer