0001622206-21-000005.txt : 20211007 0001622206-21-000005.hdr.sgml : 20211007 20211007102042 ACCESSION NUMBER: 0001622206-21-000005 CONFORMED SUBMISSION TYPE: MA-W PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20211005 DATE AS OF CHANGE: 20211007 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-W SEC ACT: 1934 Act SEC FILE NUMBER: 867-01131 FILM NUMBER: 211311372 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-W 1 primary_doc.xml MA-W 0001622206 XXXXXXXX 867-01131 Jill DeMayo 5853406060 jdemayo@geyline.co jdemayo@greyline.co Westhoff, Cone & Holmstedt 867-01131 Mark Alan Holmstedt 1777 Botelho Drive Suite 345 Walnut Creek CA 94596 9254725747 mark.holmstedt@psc.com N N N N Mark Alan Holmstedt 1777 Botelho Dr Suite 345 Walnut Creek CA 94596 9254728747 Mark Alan Holmstedt 1777 Botelho Dr Suite 345 Walnut Creek CA 94596 9254728747 All books and records related to the municipal advisor Mark Holmstedt Mark Homstedt Chief Compliance Officer 10-05-2021