0001622206-21-000002.txt : 20210928 0001622206-21-000002.hdr.sgml : 20210928 20210928142801 ACCESSION NUMBER: 0001622206-21-000002 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 OSPITAL-CONE,ANDRE,JOURDAN, FILED AS OF DATE: 20210928 DATE AS OF CHANGE: 20210928 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: 211286107 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 Andre Jourdan Ospital-Cone 5939043 N 1 0001622206 Westhoff, Cone & Holmstedt 10-01-2018 N 867-01131 LOCATED 10-01-2018 1777 BOTELHO DRIVE SUITE 345 WALNUT CREEK CA 94596 10-2018 Westhoff, Cone & Holmstedt Walnut Creek CA 94597 Y Y Registered Representative 07-2015 09-2018 Keybanc Capital Markets San Francisco CA 94111 N Y Associate 07-2013 06-2015 Citi Commercial Banking San Francisco CA 94111 N Y Credit Administrator 09-2011 06-2013 US Bank Commercial Banking San Francisco CA 94111 N Y Portfolio Monitoring Analyst 06-2011 08-2011 Dinan & Company Phoenix AZ 85008 N N Associate 12-2010 06-2011 Unemployed Alamo CA 94507 N N Unemployed 08-2006 12-2010 University of Arizona Tuscon AZ 85721 N N Student 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 09-28-2021 Mark Holmstedt CCO