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
Chief Compliance Officer
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