0001622206-21-000006.txt : 20211005 0001622206-21-000006.hdr.sgml : 20211005 20211005185313 ACCESSION NUMBER: 0001622206-21-000006 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 HOLMSTEDT,MARK,ALAN, FILED AS OF DATE: 20211005 DATE AS OF CHANGE: 20211005 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: 211308224 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 Mark Alan Holmstedt 1002461 N 1 0001622206 Westhoff, Cone & Holmstedt 07-10-1991 N 10-27-2014 0001622206 LOCATED 07-10-1991 1777 BOTELHO DRIVE SUITE 345 WALNUT CREEK CA 94596 07-1991 Westhoff, Cone & Holmstedt Walnut Creek CA 94596 Y Y Principal Y 01-2005 Atlas Financial, LLC Post Office Box 458 Newcastle CA 95658 N N PURCHASE AND PROCESSOR OF STUDENT LOANS FOR COMMERCIAL TRUCK SCHOOLS Member 10 PURCHASE AND PROCESSOR OF STUDENT LOANS FOR COMMERCIAL TRUCK SCHOOLS 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 10-05-2021 Mark Holmstedt Chief Compliance Officer