0001622206-21-000004.txt : 20210928
0001622206-21-000004.hdr.sgml : 20210928
20210928141857
ACCESSION NUMBER: 0001622206-21-000004
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
NIELSEN,JOEL,NMN,
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: 211286068
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
Joel
NMN
Nielsen
6113035
N
1
0001622206
Westhoff, Cone & Holmstedt
08-01-2020
N
867-01131
LOCATED
08-01-2020
1777 BOTELHO DRIVE
SUITE 345
WALNUT CREEK
CA
94596
08-2020
WESTHOFF, CONE & HOLMSTEDT
WALNUT CREEK
CA
94956
Y
Y
Municipal Advisory Representative
08-2014
08-2020
SIEMENS
SACRAMENTO
CA
00000
N
N
Commercial Project Manager
08-2013
06-2014
MACYS
WATERFORD
CT
00000
N
N
Manager
08-2012
06-2013
MERRILL LYNCH
NAPLES
FL
00000
N
Y
Portfolio Analyst
06-2011
08-2012
DEPARTMENT OF DEFENSE
GROTON
CT
00000
N
N
Procurement Analyst Intern
08-2010
07-2012
STUDENT
NA
CA
00000
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