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