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